Remove 2007 Remove CFA Remove Valuation
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2023 Third Quarter Review & Commentary

FineMark

Looking ahead, we believe history will regard the 2007-2021 time period as anomalous. With the risk of a recession still looming, we remain defensive when considering market valuations and our outlook for a deteriorating macro view. and abandon that theme as it has now become a consensus view. We’re always happy to help!

S&P 52