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. FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. Historically, investing at such levels results in lower future returns.

S&P 52

S&P Equities Valuation Investment 52

FineMark

APRIL 13, 2023

Interestingly, throughout 2021 and 2022, there were no U.S. These two factors paint a valuation picture that is less attractive than it had been. SVB is the second-largest bank failure in U.S. history and the largest since Washington Mutual collapsed in 2008 — during the Global Financial Crisis — at $307 billion in assets.

Bank 52

Bank Banking Investment Economics 52

FineMark

OCTOBER 17, 2023

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

S&P Investment Portfolio Corporation 52