Insights and Commentary…
Market Outlook: Top Ten Investment Themes for 2025
Element Pointe is pleased to present our Market Outlook: Top Ten Investment Themes for 2025. In this piece, we highlight our views on the economy and explore some of the key topics that we believe will impact markets in 2025.
// READ MORE //Monthly Market Insights: December 2024
With the election in the rear-view mirror, investors drove stock prices to all-time highs in November as enthusiasm builds for Trump’s low-tax and deregulation agenda.
// READ MORE //Monthly Market Insights: November 2024
US stocks declined over October despite a robust economic backdrop and solid third-quarter corporate earnings thus far. Nevertheless, risk assets are poised to remain firm through year-end unless the presidential election outcome is significantly contested.
// READ MORE //Monthly Market Insights: October 2024
The Federal Reserve launched an easing cycle at its September meeting with an outsized 50-basis-point cut. Looser financial conditions combined with resilient economic data helped the S&P shake off early month weakness to close the month at an all-time high. As we look to October, we believe markets may be vulnerable to modest profit-taking. In […]
// READ MORE //Monthly Market Insights: September 2024
The S&P 500 eked out a modest gain in August, after a weak July jobs report led to a sharp sell-off to begin the month. Meanwhile, the Federal Reserve has signaled that rate-cuts are likely to begin with the September Federal Open Markets Committee meeting; however, the magnitude of said cuts remains uncertain. In our […]
// READ MORE //Monthly Market Insights: August 2024
Softening inflation, declining bond yields, and rising prospects for Fed rate cuts starting in September sparked a dramatic rotation in US equities, which saw the Russell 2000 index surge while big tech declined. As the calendar turns to August, a bout of soft economic data and renewed recession fears have risk assets under pressure. In […]
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