Author Archives: Nicolet Wealth Management
The scam making news this week is a data breach with Under Armour’s health- and fitness-tracking app, MyFitnessPal. A database with 150 million user names and passwords of the super popular MyFitnessPal app has been hacked. Cyber criminals use this to scare you into clicking on phishing emails and infect your computer with malware or manipulate […]
The global trade outlook became less predictable, as the U.S. government’s decision to impose tariffs on imported steel and aluminum elicited threats of retaliation by trading partners near and far. Meanwhile, the global economy appears to have gained a little momentum, inflation remains subdued and corporate profitability continues to shine. Has economic optimism reached its […]
The January U.S. payroll report showed that wages had jumped 2.9% for the month. This, apparently, was the catalyst for a selloff in global equities. But are rising wages really a symptom of higher inflation to come? Discover our diagnosis in Viewpoints now.
The markets kicked off 2018 with continued momentum, supported by improving global growth and tax reform in the United States. Will this lead to a jump in inflation? While there may be an uptick in inflation, we don’t see it derailing the expansion. What are we watching at the start of this new year? Read Viewpoints […]
With the global economy poised to close 2017 with broad momentum and inflation still generally absent, what can investors expect from 2018? Where do we see the risks and opportunities in the coming year? Will the forces driving returns stay in motion in 2018? Read Viewpoints now to find out.
Has the stock market become too expensive? Although valuations in some segments are high, the environment overall remains constructive. Several unknowns, including how the market will respond to potential tax reform in the United States, could affect the markets. Overall, our outlook on risk taking remains positive. How have we shifted our allocation recommendations? Read […]
Global growth remains strong, despite ongoing political uncertainty. While earnings have supported global equity returns, those earnings are likely to slow in the coming year. The trajectory of central bank monetary policy continues to be another unknown. Have these factors changed our outlook on risk taking? Read Viewpoints
The investment Quarterly Review from our partners at Northern Trust for Third Quarter 2017.
Despite the disruption and suffering brought about by the recent catastrophic events around the world, global economic conditions remain stable. All indications point toward continued durability of the current expansion. What potential risks do we see to the current market conditions? Read Viewpoints
Latest updates from our friends at Northern Trust. Viewpoints September, 2017