From historic performance to current drivers to predictions on what’s ahead, our logical, straightforward resources make it easier to understand forces affecting the economic landscape.
2025 Annual Outlook - The Great Moderation: Riding a Wave of Economic Stability
This coming year could end up being known as the “Great Moderation” as we predict we’ll see inflation, interest rates, labor market, economic growth, and stock and bond returns all moderating. Rising volatility is also present heading into the new year, along with the chance of a stock market correction – although this is not a bold prediction, as corrections typically happen most years. Diversification will be a key strategy toward navigating through 2025.
2025 Second Quarter Outlook: Steering Through Uncertainty
In our second quarter outlook, we discuss how early year optimism around AI spending and pro-growth policies soon shifted to uncertainty with news of Chinese AI, tariffs and government spending cuts. While uncertainty is growing, there are reasons for optimism.
Time is on Our Side: The Compounding Benefits of Long-Term Investing
In a world driven by instant gratification and short-term thinking, successful investing requires patience. History shows that longer time horizons often lead to better outcomes. By embracing a long-term mindset, investors can cut through the noise, stay focused on their financial goals, and make time work in their favor. Time is on our side, but only if we use it wisely.