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Articles by Holger Berndt
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Holger Berndt, CFA®

President / Chief Investment Officer

Perspectives: Outlook for 2024

Perspectives: Outlook for 2024

Despite the volatility, stocks have performed well this year. Year-to-date through the end of November, the S&P 500 has gained 19%. With all the uncertainties facing investors at this time last year, many have been surprised by the market’s advance...

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Perspectives: Chugging Along

Perspectives: Chugging Along

At the beginning of this year, many economists forecast a significant recession to materialize by now. Instead, the economy has continued to grow despite the strong headwind from much higher interest rates.With inflation waning and continued...

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