William Blair’s Post

Inflation remains a challenge, yet the economic outlook for 2024 is promising with strong corporate earnings and diminishing recession fears. Written by Nancy Johnshoy, CFA, Portfolio Manager & Market Strategist, and Matt Rice, CFA, CAIA, Chief Investment Officer, our Q1 2024 Quarterly Market Review unpacks key trends: the Federal Reserve's fight against inflation, signs of stability in the housing market, subtle shifts in employment rates, and evolving consumer spending amidst rising household debt. These insights are pivotal for shaping your financial strategies in a dynamic market. Discover how these trends could impact your financial journey in our comprehensive analysis. https://lnkd.in/e9RBAt7e

Do you ever feel like your financial advisor is reading tea leaves? 🔮🃏✨ . . . Annual capital market assumptions (CMAs) 🔭are out, and if you take the time to read them then they are designed to lay out what sort of predictions are driving investment decisions for the year and beyond. Or, if you aren’t into dense downloads full of jargon you could let our CIO, Anessa Custovic, PhD, read and summarize them for you. 👩🏫 Lucky for you, she’s already done that – check out her blog that lays out the consensus market outlook and areas where she agrees and disagrees. Just a quick click of the link here, and you’re that much closer to 🧠being in-the-know: https://lnkd.in/eAu4ie6T #markets #PhD #economy #financialnews #investing

My take on this week's research brief— slightly positive news. Are you transitioning your business and now focusing on strategies to grow? Or, are you continuing to focus on managing inflation? Your organization may have the ability to grow when others are constrained. We can execute strategies for clients in any economic environment. You may have options that you have not considered and is a good reason for a brief discussion. Read Report: https://lnkd.in/gGBDAdvq #research #marcusmillichap #cre #capitalmarkets #saleleaseback #realestatestrategy #cfoadvisory

Ready for expert insights on adapting portfolios for business owners? Gain valuable perspectives on market shifts, inflation protection, and yield opportunities tailored for Canadian businesses. Strategize for success in this dynamic economic landscape! 📈🍁 #CanadianBusiness #FinancialResilience #MarketStrategies #MakingYourMoneyGoFurther https://lnkd.in/gF623yFJ

Read our Quarterly Review & Market Outlook - 2nd Quarter 2024 by Clay McDaniel, CFA®, Partner, Chief Investment Officer of Private Markets, and John B. Cox, CFA®, CAIA, Partner, Chief Investment Officer of Public Markets for insights on how slowing inflation, rising unemployment, Fed policy adjustments, consumer debt trends, and the evolving market landscape — including the impact of AI — among other macroeconomic trends, could shape the economy in 2024. Read The Article Here: https://lnkd.in/gs8tk5iv #economy #investing #financialplanning #estateplanning #wealthmanagement #EconomicNews

Economists Teach Important Lesson to Investors… Predicting the direction of the economy is not an easy task- proven by the ‘experts’ last year. Therefore going ‘all in’ or ‘all out’ is a fool’s game. How many members are there in the market timing hall of fame!? ZERO. DIVERSIFY. How? By understanding your goals, WRITING THEM DOWN, and creating a diversified portfolio that has the highest likelihood of successfully meeting those goals. #lifegoalnation #lifegoalinvestments

Are you curious about what 2023 brought to the markets and what lies ahead in 2024? Watch Michael Harms and Janet Mui from RBC Brewin Dolphin in our latest webinar where they dived into discussions on: * Recap of 2023 market trends * Insights into 2024 projections * Analysis of growth, inflation, and economic data * Navigating the impact of interest rates Catch up on the valuable insights and strategic investment planning gems at your own pace. https://lnkd.in/edf73SG2 #investmentinsights #financialplanning #2024outlook

📢 Excited to share this insightful article from Reuters on the recent market trends - "US recession scare fuels searing rally in bonds, yield curve flip in view". It's a must-read for anyone interested in finance and investment. The analysis sheds light on the current economic landscape and what it means for investors. Check it out and let me know your thoughts! #Recession #InvestmentTrends #EconomicAnalysis https://ift.tt/4tP5cFf

Are investors spending too much time focusing on the economic cycle? We think so. Historically, the economic cycle has only made a meaningful difference to long-term returns after extremes on either end of the curve. We looked at 70 years of history comparing the rate of change to real GDP to the performance of the S & P 500 index. We found the only quarters when the economic cycle created severe underperformance or significant outperformance for the market (as measured by that index) was at the tails, specifically the best and worst 5% of all the periods in that 70-years of data. We think long-term investors should keep this in mind as they listen to the financial news.