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Here's What We Think

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4Q 2023 Recap & 1Q 2024 Outlook

Discover key shifts in Q4 markets - Treasury yields, S&P 500's +11.6% gain, and bonds' best return since '89. Explore 2024 outlook: robust economy, housing rebound, and structural shifts. Stay ahead of election noise, focus on non-political factors like interest rate cuts. Your concise guide to navigating financial landscapes.

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A Review of Q2 2022

Q2 2022: Stocks and bonds were rattled by rising interest rates as the Fed took aggressive monetary tightening steps to combat accelerating inflation. Higher rates and continuing supply chain bottlenecks sparked recession fears.

Investment Insights