What are credit spreads telling us about the U.S. stock market?
Author: Ken Frier, CFA
Kate Gorman
Kate has over 20 years of experience in investor relations and fundraising for investment managers. Prior to joining Atlas Capital Advisors Inc., she was a Managing Director at Farallon Capital Management, L.L.C. She began her career with Credit Suisse First Boston (formerly Donaldson, Lufkin & Jenrette) in the Private Fund Group. She received her BA from Bucknell University.
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December 2024 Market Recap with Ken Frier, CIO
A lot of clients have been asking us if they should reduce their exposure to the U.S. stock market because valuations are so stretched.
Optimism in the loan market has been a key factor supporting stock market sentiment.
In this December Market Recap, our CIO Ken Frier discusses how changes in the loan market can be an early indicator of what’s next in the stock market, and how to monitor that yourself.
To learn about how we can apply our evidence-driven investment strategies to your portfolio, contact us.
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