Investment Updates

2019: Is the Economic Cycle Turning Downward?

The Yield Curve, The U.S. Budget Deficit, Market Volatility and Asset Valuations, and Differentiation: Year-End 2018 provided significant insights into the implications and opportunities for financial assets in 2019. Our Senior Portfolio Manager Julie Bryan addresses the question: Is the Economic Cycle Turning Downward?

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Julie C. Bryan, CFA
Three Level Chess: What Next For The Financial Markets?

2018 has been a year of transition. Federal Reserve "policy normalization", geopolitics, and the outlook for corporate profit growth are acting in concert to generate disconcerting volatility in the financial markets. This month Allen Trust Company’s Senior Portfolio Manager Julie Bryan discusses our views on the financial markets for 2019.

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Julie C. Bryan, CFA
Rising Interest Rates Will Continue to Challenge Market Returns

Despite a more tenuous global backdrop, the prospects for the U.S. economy remain positive and supports the case for higher interest rates. A higher interest rate backdrop will likely result in further market volatility as stock valuation expectations adjust to interest rate moves. This month, Julio Quinteros discusses a rising interest rate environment as a significant variable that limits market returns, and could spill into other areas of the U.S. economy.

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Julio C. Quinteros, Jr.