Investment Strategy Update: A View From the Top Down

In this Investment Strategy Update: A View From the Top Down, Atlantic Trust expands on the following:

• 2014 has certainly met their expectation of “less return, more volatility” compared with last year.
• After a weak January, a strong February and a trendless March, the stock market is oscillating around a flat return so far this year.
• After a dismal 2013, the bond market is off to a solid start. A decline in yields, sparked by weaker economic news and low inflation readings, has bolstered fixed income returns.

Over the course of the year, Atlantic Trust still sees a moderate gain for equities—far below last year’s 30%+ surge, but still better than the expected return on bonds.