FineMark

OCTOBER 17, 2023

In keeping with historical norms, it’s possible the Fed will cut rates in 2024, though the notion of moving back to ZIRP isn’t on our radar today. If July turns out to be the last hike for this cycle, a pivot toward lower policy rates in spring 2024 may occur. Clearly, the rise in rates has been painful for fixed income investors.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I first criticized the CFA in a 2009 article , which generated a lot of angry comments. But earlier in 2023, the CFA Institute announced the biggest changes to the program since it started.

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CFA Investment Banking Banking Bank 59

FineMark

JANUARY 17, 2024

FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its earnings per share. Will 2024 be a positive year for equities?

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S&P Equities Valuation Investment 52