Nancy Tengler isn’t surprised that growth is slowing, but she’s surprised at the market reaction. Tengler says 2Q of last year was a period of both peak economic and earnings growth, which is why her firm has been adjusting their portfolio to benefit from changing market conditions by adding to higher quality names within the energy, materials, industrials and technology sectors. She sees the recent slump in U.S. equities as a buying opportunity for investors looking to buy for the next three to five years.