Equity Market Strategy

Summarized by our multi-factor Equity Market Scorecard, City National Rochdale’s Equity Market Strategy determines the amount of market risk our investment strategies and individual client portfolios should be exposed to in the year ahead. Our Equity Market Strategy is the product of a comprehensive analysis of our global Economic Outlook and equity market factors including valuation, earnings growth, monetary policy, interest rates, volatility, and industry group dynamics.

The City National Rochdale Equity Market Scorecard

The Equity Market Scorecard is a comprehensive, multifactor model that incorporates economic and equity market factors to assess prospective returns and inform our equity allocation policy ranges.

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. Nothing presented herein is an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of these documents and are subject to change. Past performance is no guarantee of future performance. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money investing in this strategy.


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