Validea

NOVEMBER 16, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Opportunities will be plentiful in 2023, he believes, as higher interest rates will finally start slowing down the economy and the Fed may pull back on raising rates further.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Validea

NOVEMBER 18, 2022

Paul Britton of Capstone Investment Advisors: Prepare for persistent volatility, as interest rates will continue to roil the markets. Opportunities will be plentiful in 2023, he believes, as higher interest rates will finally start slowing down the economy and the Fed may pull back on raising rates further.

Marketing 52

Marketing Marketing Valuation Investment Advisor 52

Indigo Marketing Agency

DECEMBER 19, 2022

Matt Reiner is a CFA, CFP Ⓡ professional, and partner at Capital Investment Advisors and Wela Strategies. After decades in the financial services industry, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. Connect with Maribeth on LinkedIn. Matt Reiner. Guess what?

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

Brown Advisory

JULY 1, 2015

We don’t mean to make light of a very serious investment issue, but it seems to us that too much time is spent speculating about when the Fed will hike interest rates and not enough on the consequences of such a move and how one should think about being positioned when the inevitable happens. economy is stable and even strengthening.

Investing 52

Investing Investments Banking Economy 52

James Hendries

OCTOBER 11, 2022

Memories of 2008-2009 are still vivid even though global banks, overall, are in much healthier shape due to stringent regulations put in place following the crisis. If an economy needs to see inflation easing, it makes little sense to stimulate the economy through tax cuts while tightening monetary policy by raising interest rates.

Marketing 52

Marketing Marketing Banking Government 52

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

stocks powered out of the toxic storm of ever-rising interest rates and inflation into a the spectacular market rebound of 2023 as the prospects of a soft(er) landing for the economy grew more probable. stocks and Emerging Markets stocks: 2008 and 2011. Oh, I forgot to mention it finished dead last in 2008 and 2011.

Assets 59

Assets Investing Investments Marketing 59

James Hendries

JANUARY 26, 2023

Topic 1: Economy Bull case: Consumer is resilient, the labor market is strong, wages are rising, and inflation is coming down steadily. Background: The global economy will likely slow from the upper-2% range in 2022 down to slightly above zero in 2023 ( Figure 1 ). Call us cautious bulls. If the U.S. Our take: The U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

AUGUST 15, 2022

economy is in or about to enter recession, so we thought a piece on what a recession might mean for the stock market would be of interest. economy is not currently in recession, odds are still perhaps a coin flip or better that one may come in the next year. While Friday’s strong jobs report provides more evidence that the U.S.

Marketing 52

Marketing Marketing Economy Valuation 52

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Regional differences are profound. Conclusion.

Marketing 98

Marketing Marketing Sales Economy 98

James Hendries

JUNE 26, 2023

The median performance, at 25.4%, is a better representation of where stocks might normally be at this stage because it takes out the ferocious V-shaped rebounds coming out of the 2008-2009 Great Financial Crisis and the early stages of the pandemic in March 2020. economy and corporate America has been impressive.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

The Big Picture

FEBRUARY 6, 2024

That’s the key to quality investing. I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. So I get the sense you guys don’t pay a whole lot of attention to the macro economy or geopolitics or what the fed’s doing.

Valuation 130

Valuation Investing Investments Assets 130

James Hendries

OCTOBER 18, 2022

During the worst of the Financial Crisis (Q3 2008 through Q1 2009), more than 50% of S&P 500 companies hit their earnings targets each quarter. economy in mid-March, 62% of S&P 500 companies beat estimates, and aggregate earnings were within one percentage point of expectations.

Marketing 52

Marketing Marketing Valuation Economics 52

The Big Picture

DECEMBER 6, 2022

Think about the two founders of Global X, Bruno and Jose, they set up Global X in 2008. Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. BERRUGA: Exactly.

Clients 154

Clients Investing Investments Management 154

Brown Advisory

JULY 1, 2016

Using a multivariate regression analysis, the group recently estimated an expected 10-year return of 7% for stocks based on a combination of today’s equity valuations, projected growth in the economy and reasonable assumptions for interest rates. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.”

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Using a multivariate regression analysis, the group recently estimated an expected 10-year return of 7% for stocks based on a combination of today’s equity valuations, projected growth in the economy and reasonable assumptions for interest rates. Following the 2007–2008 financial crisis, some observers began referring to the “new normal.”

Investing 52

Investing Investments Portfolio Assets 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Palgrave Macmillan. Federal Reserve Bank of St. 1: 415–448.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. Palgrave Macmillan. Federal Reserve Bank of St. 1: 415–448.

Government 52

Government Commission Economics Distribution 52

James Hendries

JULY 6, 2022

economy will avoid recession. The good news is that if the economy does contract to the point where it is officially labeled a recession (the National Bureau of Labor Statistics makes that call), the impact will likely be muted somewhat by the strong financial position enjoyed by consumers heading into it.

Marketing 52

Marketing Marketing Valuation Economy 52

James Hendries

JULY 21, 2022

So far, this year hasn’t seen a full-blown crisis like 2008–2009 or 2020, but the ride has been very bumpy. Nonetheless, high inflation has been a common ingredient in recessions since WWII—see the 1970s, early 1980s, early 1990s, and even 2008. This week’s commentary includes excerpts from Midyear Outlook 2022: Navigating Turbulence.

Management 52

Management Marketing Marketing Valuation 52

James Hendries

NOVEMBER 8, 2022

With the economy exhibiting low growth and generationally high inflation, these additional factors point to the House very likely flipping with some possibility of a wave election for Republicans. These runoffs do happen: In 2022 both Georgia Senate seats went to a runoff, as did Georgia Senate election in 1992 and 2008.

Marketing 52

Marketing Marketing Government Banking 52