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 specializes in communicating complex economic and investment concepts to clients in clear, succinct language. Her goal is to help them understand how specific investment decisions impact their plans and goals. Amy enjoys working with clients on their personal and financial life goals and endeavors to […] ...

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Meet the Author

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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