Market Commentary

Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment

Core Strategy
Will Wurm
portrait photo of Will Wurm

PDF download Q4 2024 : 2024-2025 In Transition

Summary: The year presented a rather friendly investor climate as the economy remained healthy, employment figures were robust, inflation abated, and the Fed began their rate easing cycle and our portfolios benefited accordingly. In the near term, we do not anticipate a change in these positive factors that have been supportive of equity gains. Additionally encouraging, analysts expect an accelerating 15% earnings growth from companies that comprise the S&P 500 versus a respectable estimated 9.5% in 2024. All factors that continue to merit an invested posture.

Past issues:     Q3 2024     Q2 2024     Q1 2024     Q4 2023    

Municipal Fixed Income
Evan Slater
portrait photo of Evan Slater

 

 

PDF download Q4 2024 : Municipal Market Update

Past issues:     Q3 2024     Q2 2024     Q1 2024     Q4 2023