What has been the impact to financial markets and other segments of the business economy as the Trump administration closes in on its first 100 days in the White House? Let’s step back and take a review of market conditions … what has worked and what has not. Many different scenarios have surfaced that include, but are not limited to, tax reform, deregulation, re-negotiating trade agreements, federal funding, protectionist measures and political posturing. This presentation will delve into these issues and more to provide a framework of understanding market conditions in this changing political landscape.
Paul Condrat is co-portfolio manager of the Davidson Multi-Cap Equity strategy in Seattle. He has 13 years of investment experience, having previously served as a Senior Research Analyst supporting D.A. Davidson’s equity strategies. Paul serves on the Board of Directors and is the Board Chair for InvestED, a public nonprofit organization serving over 23,000 secondary school students in 650 schools across Washington State. He is a member of the CFA Society of Seattle and holds a BBA in finance and marketing from Gonzaga University.