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Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject

Rates Economic Projections The FOMC is next scheduled to meet March 21-22, 2023 Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by

Global Economy – The consensus is for global growth to slow significantly in 2023, but there are diverging views on the degree of slowdown and the likelihood or severity of a recession. Similarly, the range of inflation forecasts vary, but all expect a continuation of the recent downward trend. Equity

Global economy – most expected growth to slow but remain above trend and inflation to gradually normalize. On balance, forecasts proved overly optimistic as inflation remained stubbornly high and synchronized monetary tightening prevented growth from returning to pre-Covid trend levels. Equity – consensus was generally bullish, recommending overweight to equities,

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Fed Not Done as ‘Dots’ Forecast a Higher Peak Key Risk Factors We Are Watching Disclaimers: The views expressed herein are

Rates Economic Projections The FOMC is next scheduled to meet January 31 – February 1, 2023 Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report

Overview What’s happened with rates? Following more than a decade of low rates, Fed rate hikes in 2022 have pushed nominal yields up to levels investors haven’t experienced since the years immediately following the Global Financial Crisis. Rising rates have delivered historic losses to rate-sensitive assets in traditional fixed income

Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. This report was prepared by ACG for you at your request. Although the information presented herein has

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview US GDP grew at a better than expected annual rate of 2.6% in Q3 following two straight negative quarters US inflation surprised to the upside with

Rates Economic Conditions The FOMC is next scheduled to meet Dec 13-14, 2022 Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview At its September meeting, the US Federal Reserve hiked the Federal Funds rate 75 bps to 3-3.25%, the third consecutive hike of that magnitude The August