Boyd Watterson Asset Management, LLC

Investment Outlook 3rd Quarter 2026

October 8, 2026Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

The third quarter of 2026 reinforced a theme that has come to define the year; the U.S. economy continues to grow at a healthy pace, while inflation remains elevated and increasingly sensitive to developments in the Middle East. After a brief reprieve early in the summer, renewed hostilities between the United States and Iran undermined...

We’re pleased to announce that John Creswell has joined Boyd Watterson Global as our first Global Chief Client Officer!

July 23, 2026Boyd Watterson Asset Management, LLCPress Release

Boyd Watterson Global today announced the appointment of John Creswell as Global Chief Client Officer, a newly created senior leadership role that reflects the firm’s continued investment in growth and its evolution into a leading global alternatives investment platform.

Investment Outlook 2nd Quarter 2026

July 8, 2026Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

The year began with a favorable economic backdrop: inflation expectations were easing, the growth outlook remained positive, and the Federal Reserve was widely expected to resume cutting interest rates later in the year. On February 28, the United States and Israel launched coordinated military strikes against Iran, triggering retaliatory attacks across the Gulf region and...

Investment Outlook 1st Quarter 2026

April 10, 2026Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

Investment Outlook 4th Quarter 2025

January 12, 2026Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

Economic activity in the United States ended 2025 demonstrating resilience amid a historic 43-day government shutdown, persistent yet easing inflation pressures, and unprecedented challenges to Federal Reserve independence. The record-breaking government shutdown led to significant lapses in data collection and scheduled releases, leaving market participants and the Federal Open Market Committee (FOMC) with an incomplete...

Investment Outlook 3rd Quarter 2025

October 9, 2025Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

Economic activity in the United States appears to be well-positioned for another positive quarter, demonstrating remarkable resilience amid soft job growth, elevated inflation, and on-going fiscal and monetary policy uncertainty.

U.S. Economics – Monetary Policy

September 17, 2025Boyd Watterson Asset Management, LLCWeekly Market Minute

Intro Our view coming into the year was that we would likely see the Federal Reserve cut rates by a total of 50 basis points toward the back end of the year, largely due to our expectations for moderate, but not recessionary growth and elevated inflation data. In recent weeks, expectations for rate cuts have...

Investment Outlook 2nd Quarter 2025

July 8, 2025Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

The U.S. economy demonstrated modest resilience in the second quarter of 2025 as GDP growth likely turned positive, despite persistent inflation, softening labor market conditions, and a challenging global backdrop. Beneath the surface, however, growing tensions around trade policy, rising geopolitical risks, and intensifying political pressure on the Federal Reserve have complicated the near-term outlook...

Investment Outlook 1st Quarter 2025

April 7, 2025Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

The new year began with a more complex economic landscape, characterized by unclear fiscal and restrictive monetary policies, and escalating geopolitical tensions, all fueling increased uncertainty. Growth has slowed due to uncertain tariff strategies, while inflation remains persistently above the Federal Open Market Committee’s (FOMC) 2.0% target. We anticipate softening growth and moderating, yet elevated,...

Investment Outlook 4th Quarter 2024

January 7, 2025Boyd Watterson Asset Management, LLCQuarterly Investment Outlook

Entering the fourth quarter, our expectations were for measures of economic activity to come in at levels that would reduce the number of expected interest rate cuts in 2025. Despite continued economic expansion, the Federal Open Market Committee (FOMC) cut the federal funds rate by a total of fifty basis points in the fourth quarter,...

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