2025 Outlook: Run It Back
A Year of Opportunities and Challenges Introduction by Jonathan Dane, CFA, CFP®️ The global economic landscape continues to evolve, and 2025 promises to be a year of adaptation and resilience. As the world adjusts to a structurally higher inflationary environment, the global economy is showing signs of slowing, albeit with surprising pockets of strength. Geopolitical […]
2024 Outlook: A defining moment
The Fed and consumer will decide where the economy goes from here Introduction by Jonathan Dane, CFA, CFP®️ The resilience of the US economy and market in 2023 surprised most economists. Instead of a recession, US economic growth accelerated. Instead of a market slowdown, the stock market accelerated on the back of large-cap tech and […]
2023 Outlook: Moving on
Turning the page and awaiting the consequences of 2022’s historic tightening cycle Introduction by Jonathan Dane, CFA To say markets were challenged in ’22 is an understatement. The combination of inflation, the Fed’s unwavering constitution to keep raising rates, the war in Ukraine, and uncertainty over the trajectory of the global economy all weighed on […]
2022 Outlook: Onward
Shifting to a slower growth environment, but with plenty of room to run It’s been nearly two years since COVID and economic lockdowns sent ripples through the global economy and supply chain network. Since then the US (and global) economy has not only rebounded, but catapulted into a new economic growth cycle spurred by massive […]
2021 Midyear Outlook: Full steam ahead
Halfway through 20 economic growth is surging as people return to work, COVID cases plummet, and robust consumer demand across goods and services spurs growth. But with growth come concerns […]
2021 Market Outlook: The restart
Our 2021 market outlook theme is “restart”, and with a restart comes optimism and the chance to begin anew. There will be volatility and bumps along the way, but for those that are disciplined and able to look past them, we see more opportunities ahead for upside than downside.