As we entered 2024, three themes encapsulated our updates for the year: The Messy Middle (of inflation), Prepare Not Predict and Concentrated Consequences. Each theme compelled updates aimed at enhancing resiliency and seeking the safety of higher-yielding, quality fixed income.
In short, our views remain unchanged from the start of the year. We believe the current economic
and market backdrop allows investors to pursue compelling rates of return without unduly increasing portfolio risk. Moreover, in some instances, we believe investors are not being
adequately compensated for those risks.
In the following update, we delve into our updated views influencing asset classes today and address the looming election as we near November.
For more information on our research or investment consulting services, please click here to contact us. Don’t miss the replay of our Mid-Year Capital Markets Update webcast with Brad Long and Rob Lowry.
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.
