Our CIO Donald Calcagni recently spoke to Asset TV to provide a mid-year outlook on the state of the U.S. economy. Three of his hot takes: 1️⃣ The stock market is more highly concentrated than it has been in a very long time. 2️⃣ In the second half of 2024, the economy is still facing headwinds from interest rates and inflation, both of which remain painfully high. 3️⃣ Private markets offer opportunities for qualified investors to achieve true, more meaningful diversification combined with higher expected returns. Watch the full interview here: https://buff.ly/3Lg9V1r
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Discover the future of investing with Mercer's Global Talent Trends 2024. Gain insights into the latest trends and strategies that will shape the investment landscape. Stay one step ahead and unlock new opportunities for growth and success. Find out more by heading to the link below:https://lnkd.in/eyPqSFdp #Investing #GlobalTrends #MercerInsights
What's next for investors - Insights from Mercer's Global Talent Trends 2024
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What can the first week of 2024 indicate to us about financial markets moving forward? See below for The Weekly Brief, informed by Rockefeller Global Family Office's Chief Investment Office: 1. Last week reflected a rightsizing of positioning in the U.S. Macro market after the strong rally to end 2023, rather than a real shift in the market narrative. 2. U.S. jobs data reflected a continuation of the labor market slowdown with some improvement in hiring breadth offset by a messy household survey. 3. Despite larger than average downgrades to EPS expectations over the past few months, the S&P 500 is looking to string together a second consecutive quarter of year-over-year earnings growth for the first time since 2022. For access to the full report and other unique market insights, reach out to me to learn more. #RockefellerCapitalManagement #RockefellerGlobalFamilyOffice #LinkerHodgesWealthPartners #WealthManagement
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What can the first week of 2024 indicate to us about financial markets moving forward? See below for The Weekly Brief, informed by Rockefeller Global Family Office's Chief Investment Office: 1. Last week reflected a rightsizing of positioning in the U.S. Macro market after the strong rally to end 2023, rather than a real shift in the market narrative. 2. U.S. jobs data reflected a continuation of the labor market slowdown with some improvement in hiring breadth offset by a messy household survey. 3. Despite larger than average downgrades to EPS expectations over the past few months, the S&P 500 is looking to string together a second consecutive quarter of year-over-year earnings growth for the first time since 2022. For access to the full report and other unique market insights, reach out to me to learn more.
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Vice President - Private Advisor, Team Head of Wealth Planning at Rockefeller Global Family Office, Forbes Best-In-State Advisor, 2024
What can the first week of 2024 indicate to us about financial markets moving forward? See below for The Weekly Brief, informed by Rockefeller Global Family Office's Chief Investment Office: 1. Last week reflected a rightsizing of positioning in the U.S. Macro market after the strong rally to end 2023, rather than a real shift in the market narrative. 2. U.S. jobs data reflected a continuation of the labor market slowdown with some improvement in hiring breadth offset by a messy household survey. 3. Despite larger than average downgrades to EPS expectations over the past few months, the S&P 500 is looking to string together a second consecutive quarter of year-over-year earnings growth for the first time since 2022. For access to the full report and other unique market insights, reach out to me to learn more.
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Private Wealth Advisor, Vice President - Dahlander Wolf Wealth Partners at Rockefeller Global Family Office
What can the first week of 2024 indicate to us about financial markets moving forward? See below for The Weekly Brief, informed by Rockefeller Global Family Office's Chief Investment Office: 1. Last week reflected a rightsizing of positioning in the U.S. Macro market after the strong rally to end 2023, rather than a real shift in the market narrative. 2. U.S. jobs data reflected a continuation of the labor market slowdown with some improvement in hiring breadth offset by a messy household survey. 3. Despite larger than average downgrades to EPS expectations over the past few months, the S&P 500 is looking to string together a second consecutive quarter of year-over-year earnings growth for the first time since 2022. For access to the full report and other unique market insights, reach out to me to learn more.
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Managing Director, Private Advisor at Rockefeller Global Family Office
What can the first week of 2024 indicate to us about financial markets moving forward? See below for The Weekly Brief, informed by Rockefeller Global Family Office's Chief Investment Office: 1. Last week reflected a rightsizing of positioning in the U.S. Macro market after the strong rally to end 2023, rather than a real shift in the market narrative. 2. U.S. jobs data reflected a continuation of the labor market slowdown with some improvement in hiring breadth offset by a messy household survey. 3. Despite larger than average downgrades to EPS expectations over the past few months, the S&P 500 is looking to string together a second consecutive quarter of year-over-year earnings growth for the first time since 2022. For access to the full report and other unique market insights, reach out to me to learn more.
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Corporate Finance, CFO, Controllership, Capital Markets, Strategy, and Risk Executive | Coffee lover | Dance enthusiast
This HBR Article by one of our folks at Bain is a great read for anyone worried about the implications of the current "higher for longer" interest rates environment. One of the topics that I still find fascinating is a firm's Cost of Capital, and why we as business leaders should pay attention. The Article postulated that in the face of expensive capital, public firms need to reexamine how they allocate their resources and definitely communicate their strategies to relevant stakeholders. Some of this will entail: 1) Re-evaluating growth investments 2) Investing in productivity, and 3) Dynamically reviewing capital spending plans.
Capital Is Expensive Again. Now What?
hbr.org
Managing Partner at StreetCred PR
3wFantastic insights, Donald Calcagni.