Stock valuations, bond yields, and economic data all shifted meaningfully over the first 8 months of this year. In light of this, investors must update their expectations. Heritage President, Sammy Azzouz, and Chief Investment Officer, Bob Weisse, dig into:
- The new data points that are driving stock and bond returns,
- The asset classes our team finds most attractive now, and
- The tools that investors should incorporate in this rapidly changing environment.
Is it a time of heightened risk or abundant opportunities?
In our post-summer market outlook, the Heritage Financial Investment Team answers this question and more.