Quarterly Coordinates: Markets on the Clock
It's draft season! Just like teams are always 'on the clock' during the draft, we're constantly seeking insights and new ways to guide our investment strategies. Like achieving your financial goals, draft success isn't just about a few days – it's a meticulous process. It all starts with evaluating the athletes at the combine, much like our economists do when assessing the economy's strength, considering the rules set by the new administration. We've revealed our number one draft pick (spoiler alert: the U.S. equity market) based on both short-term and long-term dynamics. CIO Larry Adam provides updates and defends our decision to not make any ‘trades’ to our preferred equity sectors and regional preferences.