In our Real Deal Economy quarterly video series Michael Waldron, Heritage Financial’s Director of Portfolio Management, digs into the most recent economic news making headlines and breaks down which data points matter for your investments, and which ones are noise that you can largely ignore.
In less than ten minutes Michael summarizes the recent data, portfolio allocations, our expectations for equity and bond markets, and how we are strategically positioning portfolios for the future.
- The latest on interest rates and inflation
- Why we are watching the residential mortgage market closely
- Market expectations when the Fed begins cutting rates
- Why a diversified fixed income portfolio is imperative, especially now
- How presidential elections have historically impacted the markets
