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Robertson Stephens Weekly Commentary – April 24, 2023

A long-awaited first report this week on US economic growth in the first quarter will set the tone for investor focus in the next few months. At present, the issue is the real economy (consumption, business investment, government spending, etc.) and the speed at which spending is decelerating, if it is decelerating much at all. The US equity market bull case is predicated on a view of a soft landing, mild economic slowdown, easing banking sector stress and encouraging Q1 earning reports and guidance.  The bear case focuses on the Fed’s commitment to tackle inflation at the expense of growth, bank lending credit contraction, potential commercial real estate credit concerns, company margin compression and valuations with little margin of safety. On the wealth planning front, we discuss whether it’s better to buy or rent a home. As with many important decisions, the answer will depend on an individual’s circumstances. The right choice for you is based on quantitative and qualitative factors as well as biases and personal preferences.

Click Here to Read the April 24, 2023, Economic Commentary

Click Here to Read the April 24, 2023, Investment Commentary

Click Here to Read the April 24, 2023, Wealth Planning Commentary

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Filed Under: Weekly Commentary Tagged With: Economic Insights, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Stuart Katz

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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