Filters
Your search for "[current-page:query:keyword]" returned 37 results
Blog
In the May 2024 edition of Markets Monthly: Strategies & Perspectives, Wealth Enhancement Group specialists Ayako Yoshioka and Gary Quinzel share economic highlights, market updates, and more.
Blog
For the period April 1 – April 30, 2024.
Executive Summary
Equity markets pulled back in April amid hawkish repricing of rate expectations. Inflation has proven to be stickier than most believed at the start of the year, but following the most recent Fed meeting, it still seems that the next interest rate move will be lower.
Blog
For the period March 1 – March 31, 2024.
Executive Summary
Equity markets continue to march higher despite the historic duration of the inverted U.S. Treasury yield curve. Inflation has moderated and stabilized, while growth expectations have modestly improved, indicating that risks between inflation and economic growth are well-balanced.
Blog
Written By: Natalie P. McNeal
Data Work By: Wade Zhou
It's well-documented that the surest, and often best, return on investments comes from playing the long game. But between stocks and real estate, which is the stronger bet?
Blog
For the period February 1 – February 29, 2024.
Executive Summary
The S&P 500 continues to notch new record highs in 2024, fueled by strength in the Technology sector and expectations for more accommodative monetary policy. While the Fed may not be in a rush to lower interest rates, the combination of solid earnings and a resilient labor market supports the case for further strengthening of the economy and risky assets.
Blog
By: Wade Zhou
America's economy has exploded since 1989.
Gross domestic product (GDP), which measures all of the goods and services produced in a year, grew from $9.9 trillion to $22.5 trillion from 1989 to 2023 (after accounting for inflation), according to the Bureau of Economic Analysis. This figure represents a massive increase in economic output.
Blog
There was once a point when women couldn't own property; now, women hold a growing proportion of the global wealth. What's even more interesting is that the different approach they bring to their investments impacts the broader (and still male-dominated) financial industry through impact investing.
Blog
For the period January 1 – January 31, 2024.
Executive Summary
U.S. equity markets hit new all-time highs in January, even as market expectations for interest rate cuts from the Fed were recalibrated. The Fed wants to be confident that inflation is stemmed prior to their first rate cut, so all eyes will focus on economic data, which currently supports their decision.
Blog
Along with investment market volatility, high inflation has recently been a persistent concern for investors. In March 2023, The Federal Reserve added fuel to that fire by signaling its readiness to ramp up interest rates in response to a string of red-hot economic reports.
Blog
For the period December 1 to December 31, 2023.
Executive Summary
2023 ended on a high note as the interest rate narrative shifted and consensus views broadly turned positive. The new year brings hope of an even more favorable environment for stocks and bonds, but recent history reminds us that consensus opinions can be unreliable.