Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
September 1, 2020
Despite virus flareups, economies worldwide continue to recover from the COVID-19 induced recession thanks in part to increased government understanding about how to utilize targeted closures. The speed of each region’s recovery will ultimately depend on many factors, including some unique to a specific area.
The global economy has come a long way from the depths of the virus-induced lockdowns to optimism around businesses reopening. A complete recovery is likely dependent upon better testing, treatment and, ultimately, a vaccine. As in most recessions, particular sectors and industries will suffer permanent damage, but others will pick up the slack. Despite concerns that certain equity markets are priced for perfection, low interest rates should allow the maintenance of current multiples, which could expand further if the recovery continues into 2021.
Please read important disclosures here.
Ben Pace, James Lebenthal and Christian Thwaites
Slower growth and lower inflation have brought an end to the global monetary tightening cycle. With interest rates now at normalized levels, fixed income securities…
The global economy has shown unforeseen growth in the first three quarters of 2023, particularly in the U.S., with a significant boost from consumer spending.…
Ben Pace, Christian Thwaites and James Lebenthal
Explore our in-depth Third Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.
Partner & Chief Investment Officer
The U.S. economy is showing surprising strength despite aggressive central bank monetary tightening, pushing recession forecasts further out. Despite slowdowns in some sectors, consumer strength…
Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.