We approach the market this year with muffled optimism. The market’s growth rate will be softer than the last two years, based on our GDP forecast of 2.8% accompanied by steady unemployment and low interest rates. In this environment, stock selection is paramount and we have modified the portfolio to favor pro-cyclical sectors like Consume Discretionary and Industrials.
Cunningham, Heather; Dirkin, Jeffrey; Doherty, Seonag; Edwards, Will; Fielitz, Christian; Frederick, Alison; Joseph, Kathryn; Mueller, Marten; Qiao, Hongda; and Cabrera Ranaldi, Tomas, "Crummer SunTrust Portfolio Recommendations: Crummer Investment Management " (2015). SunTrust Portfolios. Paper 29.