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Arm yourself with financial and market insights. We'll help you navigate the financial landscape with thought-provoking sessions filled with valuable observations and vision.
6/13/23
Investors remain focused on short-term bonds instead of intermediate bonds in the current inverted yield curve environment, but is it the right approach? Our Investment Management Director of Wealth and Fiduciary Services Anthony Valeri, CFA takes a deep dive into the historical track record of this strategy and – spoiler alert – it’s not a slam dunk.
5/18/23
In our latest Market Moment video, Investment Management Director of Wealth and Fiduciary Services Anthony Valeri offers historical perspective as he assesses the impact of a possible end to the Fed’s rate hike campaign.
2/15/23
Investment Management Director of Wealth and Fiduciary Services Anthony Valeri takes a close look at what the debt limit negotiation means and how to interpret it as an investor.
1/11/23
Anthony Valeri provides an economic recap of 2022 and insights for the year ahead.
12/13/22
Anthony Valeri and Jerry Nickelsburg discuss the California economy and financial markets as we head into 2023. Topics include the future of both California Commercial and Residential Real Estate, what work-from-home employment is doing to office space, the future of Crypto currency and more.
10/12/22
Investment Management Director of Wealth and Fiduciary Services, Anthony Valeri, discusses the outlook of the economy, key investment themes for the remainder of the year and midterm elections.
7/12/22
Anthony Valeri and Robert Spendlove assess the economy and financial markets at the midpoint of 2022. Topics of discussion include economic slowdown or recession, the outlook for stock and bond markets, and the path of inflation.
4/12/22
In this Market Outlook webinar, Director of Wealth and Fiduciary Services Anthony Valeri explores Russia-Ukraine war impacts, outlook for inflation and pace and timing of Fed rate hikes.
1/20/22
Our Director of Wealth and Fiduciary Services Anthony Valeri and our Senior Economist Robert Spendlove assess the outlook for the economy and financial markets for 2022.
11/16/21
In this Market Moment video update, Director of Wealth and Fiduciary Services Anthony Valeri explores the investment wisdom behind the 60/40 portfolio.
10/13/21
Listen as Anthony Valeri, CFA, Investment Management Director of Wealth and Fiduciary Services discusses an aggressive fiscal policy agenda, including tax hikes, and a slower pace of economic growth may present new obstacles for stock and bond markets to manage.
Discussion topics include:
9/10/21
In this Market Moment video update, Director of Wealth and Fiduciary Services Anthony Valeri explores whether the stock market is due for a correction.
7/15/21
A powerful economic reopening, additional fiscal stimulus, and corporate profit growth bode well for stocks but rising inflation, high stock market valuations, and rising bond yields pose challenges. Anthony Valeri, CFA, Investment Management Director of Wealth and Fiduciary Services, and Robert Spendlove, Senior Vice President, and Economic and Public Policy Officer, will review the first half of 2021 and assess the outlook for the economy and financial markets over the remainder of the year.
Discussion topics will include:
6/16/21
Will international stocks continue to outperform their U.S. counterparts? Director of Investment Management Anthony Valeri, CFA explores how valuations, earnings, COVID-19 vaccination rates and the path of the U.S. dollar may help extend the recent trend.
5/20/21
What do investors need to understand about the potential impacts of rising inflation? In our Market Moment video update, our Director of Investment Management Anthony Valeri discusses the recent increase in inflation and what it means for investors going forward.
4/14/21
Hosted by Anthony Valeri, Director of Investment Management, the Market Insights Webinar takes a look back and ahead on the economy and financial markets as we move toward the big "Grand Opening."
Topics included:
1/27/21
The new year is looking optimistic with the economy expecting to continue its rebound, but we’re not through the woods yet. Gain insight and learn more from our webinar to help guide you through 2021. Anthony Valeri, CFA, Investment Management Director of Wealth and Fiduciary Services, and Robert Spendlove, Senior Vice President and Economic and Public Policy Officer, will help you look at the facts and chart the course ahead with key insights and observations. Leverage this insight to help guide you through 2021.
Topics included:
11/10/20
We assess the post-election landscape impact on financial markets. Topics include:
Quarterly Review & Outlook
10/8/2020
With most of 2020 completed, we take a look back and ahead on the state of the economy and financial markets in our latest webinar. Our discussion includes:
The Presidential Election and Investment Impacts
9/7/2020
What will financial markets imply about the election? Hear the effects and investment implications from the potential policies in the Joe Biden or Donald Trump presidency. Don’t miss this invaluable webinar to help you forecast the future market.
Mid-Year Outlook - 2020
7/30/2020
The U.S. economy for 2020 has experienced unprecedented disruptions due to the Coronavirus pandemic. Heading into the new year, the economy was in a strong position, with unemployment at the lowest level in fifty years, high consumer confidence, and nearly all sectors of the economy expanding.
State of the economy: Assessing the recovery
6/19/2020
What’s next for the future economy & financial markets? While the U.S. economy bottomed in April, global stock markets have bounced back strongly. Learn more in this recorded webinar.
The Stock Market and Economy Disconnect
5/20/2020
Join us for a look at what’s behind a rising stock market in the face of historically weak economic data. We’ll also assess the reopening of economies around the global and how it affects the outlook for financial markets.
Financial Markets Update
5/7/2020
Listen to our latest webinar on the economy and financial markets as we continue to provide updates during this volatile period. Discussion topics include how to assess reopening the economy, its eventual recovery, what’s next for stocks after a strong month of April and key takeaways for investors.
Financial Markets Update
4/22/2020
With concerns of market volatility, this webinar addresses the financial impact of COVID-19 and the economy's future. Topics discussed: assessing the bounce back in stock prices, our perspective on stock and bond markets, and reopening the economy amid Covid-19.
Market Update & Financial Planning with the CARES Act
4/8/2020
Listen to our webinar on Market Update & Financial Planning with the CARES Act. During this time of economic uncertainty, learn invaluable financial insights that can help prepare you for the future.
Special Update: Covid 19 & Financial Market Update
3/25/2020
With concerns of market volatility, this webinar addresses the financial impact of COVID-19 and the economy's future. Topics discussed: Views of the stock and bond markets, the risk of recession and key considerations for investors.
Special Update: Covid 19 & Financial Market Update
3/18/2020
With concerns of market volatility, this webinar addresses the financial impact of COVID-19 and the economy's future. Topics discussed: Views of the stock and bond markets, the risk of recession and key considerations for investors.
Special Update: Coronavirus, Oil & Market Volatility
3/11/2020
Signs of selling extremes are present but indicators of a bottom are not broad enough. CB&T Investment Management Director, Anthony Valeri, believes the current episode will pass and investors should remain committed to their disciplined investment strategy.
Special Update: Coronavirus and the Market
3/2/2020
With the outbreak of the coronavirus (COVID-19) disrupting supply chains and impacting revenue for some companies, it is important to understand the ways this event may impact financial markets.
2020 Economic & Financial Markets Outlook
1/30/2020
Learn about the financial outlook for 2020. Get a full overview of what’s on the horizon for the stock and bond markets, as well as the impact on 2020 presidential elections.
Whitepaper
Bringing Markets into Focus
Use this informative whitepaper for an insight of the 2020 economy including charts, key points and commentary to help guide you navigate the market.
Mid-Year Economic and Financial Markets Outlook
7/23/2019
Hear about the outlook for the remainder of 2019. Get a full overview of what’s in store for the stock and bond markets, as well as the impact of tariffs and investment implications.
Whitepaper
Fundamental: How to Focus on What Really Matters in the Markets
Grab this handy guide to the 2019 market environment with charts, graphs and commentary. Discover actionable investment recommendations that you can use this year and beyond.
Whitepaper
Midyear Outlook 2018: The Plot Thickens
This whitepaper provides detailed guidance on how the return of the business cycle was expected to unfold in 2018, along with key investment insights to inform your decisions.
A quick look at the Midyear Economic Outlook 2018
8/15/2018
In this video, you’ll hear from a panel of Wealth Management executives on opportunities in the market and tips for a well-balanced portfolio such as a focus on fundamentals.