Weigh the Inflation Influences at Play

RELATED CONTENT

Recession: What Triggers a Market Upturn?

See what three academics say about how the markets function and what to watch for following the onset of recession. Their insights can help you build credibility with investors as well as gain an edge in constructing portfolios for a recovering market.

Time to Get Our Ducks in a Row

Before we're clearly in a recession, talk to your clients about how to take advantage of a subsequent market upturn. When the earnings of the S&P 500 in aggregate begin falling year over year, the Fed starts cutting, and that's soon followed by a market upturn.

Explaining Complex Market Situations Inspires Confidence

See how this advisor's insightful narrative regarding faulty government figures creates trust with investors who are puzzled by the current environment.

Driving Force: Mean Reversion

A reversion to the mean is now in progress. Corporate profits as a share of GDP are the highest in history, while the share of GDP claimed by labor is at a 20-year low. This has to be resolved in the economy and by the financial markets. When prospects and clients hear our take on this, it builds credibility and trust, and adds to our value.