In this video, Tower Bridge Advisors’ Chief Investment Officer Jim Meyer discusses the economic outlook for 2022. There are many factors at play; The Fed, interest rates, COVID, supply chain disruption, inflation, etc. Jim sorts through the various issues and suggests how investors should approach portfolio management in the year ahead.
In this video titled, “This time is different – or is it?”, Senior Portfolio Manager Chris Crooks addresses the current economic outlook by looking at the parallels between the current pandemic and its economic impact, versus the economic impact of the 1918 Spanish Flu pandemic. History doesn’t always repeat, but sometimes it rhymes.
Prices for many assets, including housing, stocks and commodities, continue to rise while inflation remains in check and fixed income rates remain at historic lows. In this video Chris Gildea, a Principal and Portfolio Manager with Tower Bridge Advisors, analyzes these factors to assess the current state of the economy.
Interest rates, inflation and corporate earnings are key indicators of the health of the economy and the trajectory of the investment markets. In this video, Co-Chief Investment Officer Jim Vogt discusses the current state of the economy and the outlook for the months ahead.
Earnings growth is accelerating, interest rates remain unnaturally low, and there is way too much money seeking a home. But too much money means valuations get stretched and pockets of euphoria erupt. In this video, Tower Bridge Advisors Chief Investment officer Jim Meyer discusses the trajectory of the market, given the unique factors currently impacting …