The Advisor: Equity Investing

Advisor

Rates higher for longer? Implications for equity investing Investor sentiment has shifted from one of optimism for Fed driven rate cuts in 2024 to one of a delay for rate cuts to as late as early 2025.  While this is based on recent economic data showing a resilient economy to already elevated rates, a “higher…

The Advisor: Fixed Income Strategy

Advisor

We may have seen the last rate hike, but when will we see the first cut? Entering 2024 it was widely believed that interest rate cuts were on the horizon, as policy makers set the tone at the December FOMC meeting by increasing their interest rate forecast to three cuts, previously at two for 2024.…

The Advisor: ALM Strategy

Advisor

Addressing the “Higher for Longer” Rate Environment for the Balance of 2024 Now that we are officially in the ‘higher for longer’ operating environment, how does that impact the balance sheet strategy for the remainder of 2024? Are there tactics that can be implemented in the short term to mitigate the impact of continued higher…