Roberts Nash Advisory Group

February 2017 Asset Allocation: Atlernative Policies, Real Confusion

Martin Lefebvre, CIO and Strategist

Investors who hoped that President Trump would be more moderate than "Campaign Trump" are slowly realizing that this will not be the case. While the cloud of uncertainty toward the policies of the new Administration is very gradually fading, we are still left wondering about the exact timing of their implementation as well as their potential impact.

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** I have prepared this commentary to give you my thoughts on various investment alternatives and considerations which may be relevant to your portfolio. This commentary reflects my opinions alone, and may not reflect the views of National Bank Financial Group. In expressing these opinions, I bring my best judgment and professional experience from the perspective of someone who surveys a broad range of investments. Therefore, this report should be viewed as a reflection of my informed opinions rather than analyses produced by the Research Department of National Bank Financial **

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