FineMark

APRIL 13, 2023

Interestingly, throughout 2021 and 2022, there were no U.S. Investment Themes In our prior letter, we reviewed investment themes including deglobalization, the end of zero-interest-rate policies, tepid economic growth, and the end of the current rate-hiking cycle. Its economic effect will also be deflationary. bank failures.

Banking 52

Banking Bank Investment Economics 52

FineMark

OCTOBER 17, 2023

Looking ahead, we believe history will regard the 2007-2021 time period as anomalous. We believe many of these counter balances are nearing an end, and the economic impacts of the Fed’s policy, which are always felt on a lagged basis, will begin to manifest on Main Street soon. Several factors are driving this move, including the U.S.

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

JANUARY 17, 2024

This strong push in November and December ended the long stretch of losses that fixed-income investors have endured since 2021. Contributing to that growth were two significant happenings: America helped rebuild Europe and Japan, triggering economic benefits for our nation, and the largest generation in U.S. history was born.

S&P 52

S&P Equities Valuation Investment 52