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Quarterly Investment Outlook

The Quarterly Investment Outlook provides updates on the firm’s Macro View and their Fixed Income, Real Estate, and Equity objectives.

Investment Outlook 2nd Quarter 2021

With over half of the U.S. population having received at least one vaccine dose and daily case rates and reported deaths significantly lower than the peaks witnessed in the first quarter, states continue to rapidly reopen their economies. The return to some sense of normalcy is to be celebrated, but with it comes an element...
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Investment Outlook 1st Quarter 2021

The first quarter of 2021 was characterized by growing optimism as a contentious election season ended, COVID cases declined, and vaccine supply and administration ramped up rapidly. This impacted the financial markets by driving intermediate and long-term interest rates higher, which, in turn, took some of the steam out of technology stocks. With the Senate...
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Investment Outlook 4th Quarter 2020

The end of a year is typically a time for reflection on the events that shaped the year and how those events impacted the financial markets. However, we suspect most people would prefer to forget this past year and focus their thoughts on the gradual return to normalcy that is believed to be on the...
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Investment Outlook 3rd Quarter 2020

With three quarters of 2020 complete, investors have already experienced what feels like a full economic cycle over a period of nine months. The year began with stable financial markets, positive trade news and an economic outlook calling for continued modest growth. By the end of the first quarter, COVID-19 caused a global pandemic which...
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Investment Outlook 2nd Quarter 2020

Like the first quarter of 2020, the coronavirus pandemic dominated global headlines in the second quarter, as central banks and national governments pulled out all the stops to provide a financial bridge to consumers and corporations and forestall an economic calamity. Simultaneously, pharmaceutical companies around the world rushed to develop potential therapeutics and a vaccine...
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Investment Outlook 1st Quarter 2020

Many came into the New Year with a sense of optimism given the U.S./China ‘phase one’ trade agreement in December, the Federal Reserve having eased monetary policy several times in the second half of 2019 and while growth expectations were relatively modest looking into 2020, recession fears had faded. The emergence of the coronavirus (COVID-19)...
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Investment Outlook 4th Quarter 2019

What a difference a year can make. Investors entered 2019 on edge following a sharp equity market decline to end 2018. At that time, the Federal Reserve was seemingly intent on raising interest rates further, the U.S. government was shut down and President Trump was ramping up pressure on China’s trade practices. Now, as 2019...
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Investment Outlook 3rd Quarter 2019

The third quarter witnessed many of the same themes that have been with us throughout the first half of 2019. Despite renewed threats of additional tariffs on Chinese goods, only a portion were enacted in September and high-level trade meetings with China have been scheduled to resume in mid-October. In addition to this cautious optimism...
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Investment Outlook 2nd Quarter 2019

The quarter ended on a positive note as optimism heading into the G20 meeting (June 28 – 29) became reality. A trade truce was reached between the U.S. and China, leading to a 90-day period in which no new trade tariffs will be levied. Later came news that President Trump made a historic visit to...
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Investment Outlook 1st Quarter 2019

At Boyd Watterson, we take a macro view of the economy to set investment strategy for all of our investment products. We analyze a plethora of economic indicators to determine economic growth, Fed policy, inflation expectations, and where we are in the credit cycle. We believe economic activity centers around the consumer, corporations, government, and...
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