Cape Cod Summer is here! What does that mean for your portfolio?

On Cape Cod, we anticipate summer all year long. Besides beach trips and boat rides, my family has a number of traditions that make summer fun. For me, it’s eating fried fish outdoors at the Clam Shack, enjoying a movie at the Wellfleet Drive-In, and waving to the water soaked participants in the Sandwich 4th of July Parade. For the kids, it is a trip to a water park, a week of summer camp, visiting one of the islands, and most important, free time without school!

As for your portfolio, the question remains will the markets heat up or slow down this summer? In our recent conference call we shared many of the potential catalysts for market movement both positive and negative.  In recent months, we have seen the economy slowing, both in the US, and broadly around the world. In Europe, ongoing economic struggles continue to be an issue.

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Take aways for your portfolio

Some thoughts Alexander shared as to how his economic perspective may be applied to investment portfolio thinking.

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