Rothschild & Co’s Post

In our first Strategy Snapshot of the year, Daniel Cassidy and I discuss updates to our 2024 scenarios and price targets in light of the large market moves at the end of 2023. The overall view is still the same: we expect a soft landing and 100bps of Fed rate cuts to support risk assets this year. We also discuss positioning considerations and what to expect in the months ahead across the markets, the economy, and more.  Listen to the podcast for all the details. #shareubs https://lnkd.in/gJ_iZGpy

[#podcast] What is the key focus this month? In this new podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, unveils his #investment strategy for February 2024.   🔊 Listen now and discover: ▶️ Are the geopolitical risks currently underpriced in the markets? ▶️ Can the Fed really cut rates six times this year? ▶️ Is it too late to buy bonds? ▶️ Should we still buy stocks at all-time highs?     And much more, in the full version of our #WeeklyPodcast: https://bnpp.lk/bA3wmE

🎙️ In this episode of the 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬 𝐏𝐨𝐝𝐜𝐚𝐬𝐭, Lauren Goodwin, CFA and Julia Hermann from New York Life Investments delve into inflation scenarios for the upcoming months. With a careful analysis of July's inflation data, they examine the potential paths ahead and the implications of various inflation surprises – whether they lean towards the upside or downside.   Stay informed and tuned in for valuable perspectives on what lies ahead for the economy and markets. Listen now to gain valuable insights on navigating the ever-evolving investment landscape! 🎧📈 👉 https://lnkd.in/exWRTpkF   ⚠️ These analyses do not necessarily reflect the views of Candriam, and Candriam is not responsible for the content of these podcasts.   #Investing4Tomorrow #MarketMattersPodcast #InvestmentInsights

Chief Investment Officer & COO Adam Reinert, CFA, CFP® joined Schwab Network yesterday morning for a markets discussion. "The Fed has dominated market headlines for the past 24 months and we think we may be seeing the consumer becoming the chief catalyst in markets today," he noted. For more of Adam's weekly market takes, check out his podcast! https://lnkd.in/eKy6CmSn

Commerce Trust Investment Team recently released their 2024 Economic and Market Outlook on their podcast, "Conversations with Commerce Trust". Tune in below to find out our team's thoughts on how a slowing economy, cooling inflation, the Fed's rate strategy, and a Presidential election could all impact the financial markets this year. #economicoutlook #financialmarkets #bankingandfinance

As we look at the investment landscape for this year, the Commerce Trust investment team provides an overview of our 2024 economic and market outlook in a new episode of the Conversations with Commerce Trust podcast, hosted by Chief Investment Officer David Hagee. https://hubs.la/Q02h5TH_0

Check out Conversations with Commerce Trust, our podcast about the markets, investment themes, and economic insights that matter to you with host and Chief Investment Officer David Hagee. 

Equity earnings, inflation, FED projections, and geopolitics. How are these factors impacting the US Markets? Give a listen to this UBS CIO podcast featuring Jason Draho, Head of Asset Allocation Americas for UBS GWM, break down where markets could be going from here. #ubs #ubsCIO #podcast #markets #USeconomy #earningsseason

Check out Conversations with Commerce Trust, our podcast about the markets, investment themes, and economic insights that matter to you with host and Chief Investment Officer David Hagee.   Is your wealth management plan aligned with your financial goals? The Commerce Trust team is here to serve you. 

In this episode Rob sits down with Michael Greenberg, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to ask questions about their market outlook and where they see opportunity in the year ahead. Throughout the podcast Mike shares his perspectives on inflation, expectations for interest rate cuts, concentration in US equity’s “AI enablers” and Bitcoin’s impact on portfolio returns. While Mike remains positive on the US avoiding a recession and continued equity performance, he makes an interesting case for opportunities within Emerging Markets. Tune in to hear more. #Forstrong #Finance #podcast #EmergingMarkets #FinancialEducation #Investing #Economy Listen to the full episode:forstrong.com/podcast