CWO News

2024 Market Outlook

Prepare Not Predict Interest Rate Challenges into Opportunities December 2023 Key Observations  Our 10-year return forecasts show increased opportunity across fixed income and real assets with a modest step back for equities. This makes for one of the more attractive risk-adjusted returns for fixed income relative to equities we have seen in several years. We […]

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Market Review - November 2023
Market Review – November 2023

Market Review Cheerful for the Holidays Markets rallied in November giving investors plenty for which to be thankful. November 2023 Key Observations  Longer dated interest rates experienced a significant decline as market sentiment leaned towards anticipating 2024 rate cuts. Overall, markets showed positivity, driven by heightened risk appetites fueled by the decrease in rates and […]

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Market Review - August 2023
Market Review – August 2023

Market Review Summer Doldrums Markets took a step back in August as sentiment shifted surrounding Fed policy August 2023 Key Observations  Fitch downgraded the United States’ credit rating to AA+ from AAA at the start of the month. Market volatility continued through the month and most major asset classes experienced negative returns. Higher interest rates […]

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Market Review July 2023
Market Review – July 2023

Markets Heat Up in July Favorable economic data fuels risk assets as markets post solid gains during July 2023. Key Observations Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines. The Federal Reserve raised rates in July, now targeting 5.25-5.5% […]

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