Asset Allocation July 2023 Highland Associates Download asset allocation | july 2023. labyrinth economic update (still) trying to make sense of it all regions economic division. while it may be true that, as neil degrasse tyson says, the universe is under no obligation to make sense to you, would it be too much to ask for the economic data to do so? our regular readers will no doubt be. What the fomc can, will, or should do about that, however, is open for debate. our latest publication shares our view of the economy and the markets as well as our house view on asset.
Asset Allocation July 2023 Highland Associates July update: expected returns edged lower across risk assets as valuations ticked higher, fixed income mixed slightly higher. us forward looking erp now materially negative (equities vs treasuries). Following a pause in june, the fed hiked the fund rates 25 basis points to 5.5%. emerging markets led the way in july, returning over 6%, buoyed by a rebound in chinese stocks. in domestic markets, small cap stocks outpaced large caps, as investors grow more confident that the fed can navigate a soft landing for the u.s. economy. That streak will last for at least one more quarter, as a surprisingly strong july puts a high floor under q3 growth in real consumer spending, which in turn could push q3 real gdp growth above 3%. we do, however, expect growth in real consumer spending to slow sharply by the end of q3, setting up a virtually flat trajectory for q4 spending and. Your fastest source for comprehensive investment research and insights. research market trends, investment themes, and strategy insights from preferred fund managers and analysts to advance your investment process.
Asset Allocation January 2023 Highland Associates That streak will last for at least one more quarter, as a surprisingly strong july puts a high floor under q3 growth in real consumer spending, which in turn could push q3 real gdp growth above 3%. we do, however, expect growth in real consumer spending to slow sharply by the end of q3, setting up a virtually flat trajectory for q4 spending and. Your fastest source for comprehensive investment research and insights. research market trends, investment themes, and strategy insights from preferred fund managers and analysts to advance your investment process. Asset allocation analysis as of july 2023 target actual on 8 1 2023 $6,200,000 in excess cash was sent to the prit core fund prit va loomis. An update for financial advisors about the asset allocation changes being made within blueprint’s risk managed global portfolios in july 2023. Wagers for rate cuts have fizzled away and markets are instead bracing for additional rate hikes in the back half of 2023. yield curves bear flattened, with the policy sensitive short end of the curve seeing the biggest upward move. Declining inflation and slowing economic growth (potential recession) decrease the demand for commodities and real assets. real estate, especially office buildings, could present another potential risk.