Brad Long, Chief Investment Officer and Chris Maxey, Chief Market Strategist, provide a timely mid-year update on the market and economic forces influencing returns so far this year. This informative live session covers:
- Discussion of recent developments across inflation, interest rates and the influence on current economic growth, including near-term risks from geopolitics and energy markets.
- Portfolio implications of ongoing AI-driven investment and evolving fundamentals outside the largest U.S. stocks.
- An overview of where we are seeing opportunity and where we remain more cautious as valuations, policy expectations and capital market assumptions shape positioning for the coming quarters.
The information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisor research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
