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Your Monthly Guide to the Markets and Your Wealth

March 14, 2023 - Vol. XLVI

Contagion Cogitation rising concern.

Contagion Cogitation

 

"People generally see what they look for, and hear what they listen for." 

-Harper Lee

 

The remarkable bank shutdowns over the past week are justifiably raising concern over possible contagion within the financial system. While our base case assumes the worst outcomes will be avoided, the bar for improving investor confidence is now prudently high. Encouragingly, growth is holding up better than feared and as evidenced by the recent fallout, we suspect financial conditions have been tightened enough. We remain guarded but optimistic. As always, we defer to our technical, fundamental, and macro disciplines to assess the risks and guide our outlook.  Click to read the full March BakerAvenue Prudence Indicator (BAPI) commentary and view the market update video from BakerAvenue’s Chief Investment Officer, Doug Couden, CFA.

 

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Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments.

 

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