timely communications &
insights to keep you informed

In this month’s Investment Outlook, we examine the impact of interest rates and how anticipated future rate changes affect markets. We also look at the outlook for the magnificent seven stocks, their significant impact on stock market performance, and other factors that could affect our investment strategy.

In our January Investment Outlook, we look ahead to 2024 and the areas that we are focusing on for the year, including the balance between managing inflation and the impact on the economy, the geopolitical situation, and the election year.

In our December investment outlook, we look back at 2023 and the primary factors that affected returns for the year, including inflation and interest rate movements, as well as the impact of a small number of stocks on overall market performance.

In our November investment outlook, we take a look at inflation, what’s been driving market performance, the geopolitical environment, and other factors affecting the market.

In our October investment outlook, we examine the inflation situation, including the potential for a recession as well as the factors that we’re watching closely, including oil prices, domestic political uncertainty, and the global economy.

In our September Investment Outlook, we look at the prognosis for mega tech stocks, the economic outlook and potential for an economic slowdown, and the current data and views on prices and inflation.

In our August investment outlook, we assess the current economic situation, discuss the long-term impact of the Fed’s actions to control inflation, and the outlook for a potential weakening of the economy or a possible recession.

In our July investment outlook, we discuss artificial intelligence and machine learning and their increasing importance to investors. We also discuss interest rates and inflation, what the Fed’s next move might be, and key areas we are watching closely going forward.

In our June Investment Outlook, we review the potential and timing of a recession, the sources responsible for most of the market returns, and what this means for future potential returns, and our outlook for economic growth and performance.