“At even strength, the game is still winnable, but it has gotten a little harder to score a goal.’”

–Joe Terranova, Chief Market Strategist,
Virtus Investment Partners

This edition includes insights on a variety of topics including:

  • Getting back to even strength as optimism increases
  • Learning the lessons of 2015 and 2016
  • Positioning for success in a normalizing environment
  • Reflation, not inflation