Simon Hamilton, Managing Director and Portfolio Manager, discusses how most stocks in the broad US stock market are negative so far year and how in many cases conservative investors have been punished the most. However, he cautions against over-trading and giving up on short-term poor performers and emphasizes how on the fixed income side today's headwinds could become tomorrow's tailwinds. He also references some positive aspects of the US economic outlook that may have been lost amid negative headlines. He reviews the latest earnings reports from GOOGL, MSFT, T, VZ and FI.
