IronBridge Private Wealth

Forward with Confidence

Strategic Growth Video Podcast

2024 Outlook

Following a strong year in 2023, financial markets enter 2024 with strong momentum. Will this momentum continue?  Or will one of the risks push the market off it’s high wire?

In our 2024 Outlook report, we discuss the following:

  1. S&P 500 – New Highs are Bullish
  2. Liquidity Waterfall
  3. Small/Mid Caps Look Attractive
  4. Financial Conditions are Loose
  5. Signs of Stress not Apparent
  6. Risk #1: Inflation & Interest Rates
  7. Risk #2: Commercial Real Estate Risks
  8. Risk #3: Presidential Election
  9. Risk #4: De-Globalization
  10. Positioning
  11. Answer Your Questions

Invest wisely!

Market Video: Orderly Correction & Commercial Real Estate Risks

In this Market Insights video, we discuss the current state of the market and delve into the stress that is starting to show in the commercial real estate sector.

We also analyze the GDP for the third quarter and present three scenarios that could unfold in the coming months and years.

Join us as we explore these topics and gain valuable insights into the market’s performance.

  • 00:45 S&P 500 Index
  • 02:13 Russell 2000 Small Caps
  • 04:54 Performance of Different Markets
  • 05:46 Delinquent Loans in Commercial Real Estate
  • 06:33 Delinquency Rates in Retail, Lodging, and Office
  • 09:23 GDP for the Third Quarter
  • 10:29 Scenarios for the Future

Please don’t hesitate to reach with any questions.

Invest wisely!

2023 Mid-Year Outlook Webinar

View the recording of our 2023 Mid-Year Outlook webinar.

Here are the topics we discussed and the time in the recording it happens so you can fast-forward to topics you find most relevant:

  • Recession probabilities (1:29)
  • S&P 500, Dow Jones & Russell 2000 (4:51)
  • Concentrated performance contribution YTD (8:48)
  • S&P 500 Index (10:11)
  • Russell 2000 small cap stock index (14:37)
  • Fed Balance sheet vs S&P 500 (16:14)
  • Banking stocks still under pressure (18:01)
  • Commercial real estate loans maturing over the next 5 years (19:24)
  • Yield curve (24:56)
  • Manufacturing PMIs and activity (29:10)
  • Portfolio Equity Positioning (31:27)
  • Scenarios, Risks & Opportunities (35:00)
  • Upside and Downside potential performance based on three scenarios (39:40)

Invest wisely!

Strategic Growth – Episode 3

In this episode, we discuss the market during the 1970’s, the best performing assets during the 1970’s, the 5 largest stocks in the S&P 500, compare US vs International Stocks, and review the S&P 500 P/E Ratio vs Treasury Yields.

Strategic Growth – Episode 1

In this episode, we discuss the recent surge in COVID due to the Delta variant, compare this surge to the UK on when we may expect cases to begin to drop, look how previous surges in cases have effected both the S&P 500 and bonds, and compare different assets to get a sense of where the market may go from here.