Insights from the First Eight Weeks After the Election

"After another election cycle, we now know that Donald Trump will be the next president of the United States. While he has not yet taken office, the public markets have had eight weeks to let us know what it expects under the new administration. The broad market, defined as the S&P 500, has experienced a 4.6% increase since the election. During the same period, every subsector of the Specialty Distribution sector has grown since the election with all subsectors, except Healthcare, outpacing the S&P 500."