Economic & Market Updates Webinars

Q1 2024 Economic and Market Outlook

In this webinar our Investment Office discusses

  • U.S. economic growth slows in 2024, but no recession as labor markets cool without crashing.
  • Inflation moves closer to the Fed’s target which should allow some cuts in the fed funds rate.
  • The yield curve normalizes as short-term rates decline while intermediate to long rates inch slightly higher.
  • An earnings recovery drives greater breadth of participation in global equity markets. – Little appetite for austerity in an election year, despite the ballooning fiscal deficit​.

Please read important disclosures here.

Meet the Author

Ben Pace

Leadership Team

Ben is the Chief Investment Officer and a Partner in the New York office. He leads the firm’s Investment Committee and is a member of the Leadership Team. He has more than thirty-five years of experience in investment management. Ben has been featured in the Wall Street Journal and Reuters, and is a frequent commentator […] ...

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Amy Lange

Client Advisory

Amy is a Partner in the Los Angeles office. She is a member of the Cerity Partners Investment Committee that oversees the firm’s investment philosophy and process. Amy is a CFA and CFP professional. Amy specializes in communicating complex economic and investment concepts to clients in clear, succinct language. Her goal is to help them […] ...

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James Lebenthal

Client Advisory

Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC. Prior to joining Cerity Partners, Jim served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management LLC, where he […] ...

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Meet the Author

Christian Thwaites

Client Advisory

Christian is a Partner in the North Bay office. ...

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