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Investment outlook

Past the peak: But not downhill yet

Our previous outlook, Stay in the game, reinforced a key investment theme we’ve been advocating throughout 2023: Get off the sidelines. Lighten your cash holdings. Stop waiting for the one perfect moment that might never arrive. This tenet still applies, but for wary investors needing additional clarity, a new observation may help: Both inflation and central bank tightening have peaked for this cycle.

Against this backdrop, our current outlook emphasizes the following investment themes:

Latest insights
Investment Outlook 2024 outlook: Past the peak
We anticipate more tough sledding ahead, but with the lay of the land now in sharper relief, we can assess which portfolio allocation decisions offer the clearest path forward.
Weekly CIO Commentary With inflation warm, consider infrastructure investments
Inflation may be cooling, but it is doing so slowly.
Weekly Fixed Income Commentary Treasury yields rise as inflation data climb
U.S. Treasury yields moved higher again last week as inflation moderated less than expected.

Additional insights and resources

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