Remove Compliance Remove Economy Remove Portfolio Management
article thumbnail

Market Commentary: Carson Investment Research Looks at the Year Ahead

Carson Wealth

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

article thumbnail

We the People

David Nelson

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. Most have a compliance division to monitor employee trading. It’s morally wrong and Americans should demand an end to it.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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. economy, despite the skeptics. But the Fed was determined in its fight against inflation as the economy continued to defy expectations. Top Charts of the Year What a year it has been!

article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

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. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 162
article thumbnail

Anchoring Expectations

Brown Advisory

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. In compliance with those regulations, we must inform you that 1. We cannot control the first two forces. Diamonds In The Rough.

Taxes 52
article thumbnail

Market Commentary: Weak Seasonality Still in Play

Carson Wealth

The economy has surprised to the upside and stocks had one of their best starts to a year. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy.

article thumbnail

Transcript: David Layton

The Big Picture

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? In fact, you had suggested public markets decoupled from the real economy.

Clients 147