Remove Asset Allocation Remove Economy Remove Financial Services Remove Manufacturing
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Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

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Investment Perspectives | Confidence

Brown Advisory

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

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Investment Perspectives | Confidence

Brown Advisory

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

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Market Commentary: A New Bull Market is Here

Carson Wealth

Carson’s leading economic index indicates the economy is not in a recession. We’ve believed for a while now that the bear market ended in October, but the financial media prefer the 20% definition. It can be hard to parse through it all and come up with an updated view of the economy after every data release.

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Transcript: Jenny Johnson, Franklin Templeton

The Big Picture

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. JOHNSON: And so, and the manufacturer had less power.

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Investment Perspectives | Real Returns

Brown Advisory

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software.

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Investment Perspectives | Real Returns

Brown Advisory

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. Margins have also benefited to a certain extent from the gradually changing mix of American business from manufacturing to higher-profit sectors, like services, media and software.