In this episode of
The Wealth Enterprise Briefing podcast,
WE Family Offices Managing Partner
Michael Zeuner sat down with Director of Macro Investment Strategy
Sam Sudame, CFA, CAIA, CFP, to evaluate the current state of the capital markets as the future direction of interest rates, inflation levels and the probability of a U.S. recession all get called into question.
Some of the topics Zeuner and Sudame specifically offer insight on the following:
- Where is the direction of the overall economy likely headed?
- Are we headed toward a recession? Why has one not already occurred?
- What factors will determine inflation levels moving forward?
- How does inflation impact the likelihood of future Fed rates?
- Are equity markets at the beginning of a bull market?
- How can investors take advantage of cash holdings in our current rate environment?
- What role can investment-grade fixed income play in portfolios?
Throughout their conversation, Zeuner and Sudame explain that investors are currently experiencing a tale of two markets, which is creating a tug-of-war over whether or not the U.S. economy will experience a recession. In light of this environment, family offices should expect significant, continued volatility and allocate their portfolios appropriately.
If you have any questions about which direction the markets and economy may be headed or how to properly prepare your portfolio, please do not hesitate to
contact us.