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March 2023 Market Update

03/07/2023

Stocks in box as economic uncertainty continues

Stocks in box as economic uncertainty continues

Stocks in box as economic uncertainty continues

Stocks have been trading in a narrow range in recent months, with the S&P 500 yo-yoing between about 3,700 and 4,150 since last September, as economic uncertainty over inflation – and the response by the Federal Reserve (Fed) – continues.

Stocks have been trading in a narrow range in recent months, with the S&P 500 yo-yoing between about 3,700 and 4,150 since last September, as economic uncertainty over inflation – and the response by the Federal Reserve (Fed) – continues.

03/07/2023

February 2023 Market Update

02/07/2023

Economy remains resilient despite Fed rate hikes

Economy remains resilient despite Fed rate hikes

Economy remains resilient despite Fed rate hikes

It's the economy that just won’t die. Even after a series of rate hikes by the Federal Reserve (Fed) totaling 4.25% over the past 12 months, along with other monetary tightening policies, the economy has continued to grow at a healthy clip.

It's the economy that just won’t die. Even after a series of rate hikes by the Federal Reserve (Fed) totaling 4.25% over the past 12 months, along with other monetary tightening policies, the economy has continued to grow at a healthy clip.

02/07/2023

01/31/2023

Revisiting evolving bond market opportunities

Revisiting evolving bond market opportunities

Revisiting evolving bond market opportunities

Since the fall of 2022 when interest rates and bond yields hit their peak, credit spreads and interest rates have both declined, driving stellar short-term returns in the bond market. After such a significant stretch of strong performance in a relatively short period of time, how much has the opportunity set in fixed income changed, and what are the expectations for the various income-oriented sectors of the market?

Since the fall of 2022 when interest rates and bond yields hit their peak, credit spreads and interest rates have both declined, driving stellar short-term returns in the bond market. After such a significant stretch of strong performance in a relatively short period of time, how much has the opportunity set in fixed income changed, and what are the expectations for the various income-oriented sectors of the market?

01/31/2023

Market Update [VIDEO]

01/24/2023

Fixed-income markets outlook: Q1 2023 Capital Markets Perspective [VIDEO]

Fixed-income markets outlook: Q1 2023 Capital Markets Perspective [VIDEO]

Fixed-income markets outlook: Q1 2023 Capital Markets Perspective [VIDEO]

What does Thrivent Asset Management see in the future of fixed-income markets and the Federal Reserve’s approach to combatting inflation? Our leaders discuss their outlook, as well as the asset classes they’re watching.

What does Thrivent Asset Management see in the future of fixed-income markets and the Federal Reserve’s approach to combatting inflation? Our leaders discuss their outlook, as well as the asset classes they’re watching.

01/24/2023

Market Update [VIDEO]

01/24/2023

Equity markets outlook: Q1 2023 Capital Markets Perspective [VIDEO]

Equity markets outlook: Q1 2023 Capital Markets Perspective [VIDEO]

Equity markets outlook: Q1 2023 Capital Markets Perspective [VIDEO]

As it was in the previous year, equity markets continue to feel the effects of inflation and a slowing economy. Thrivent Asset Management leaders discuss their outlook for 2023 and how they find opportunities in this environment.

As it was in the previous year, equity markets continue to feel the effects of inflation and a slowing economy. Thrivent Asset Management leaders discuss their outlook for 2023 and how they find opportunities in this environment.

01/24/2023

Market Update [VIDEO]

01/18/2023

Inflation & recession: Q1 2023 Capital Markets Perspective [VIDEO]

Inflation & recession: Q1 2023 Capital Markets Perspective [VIDEO]

Inflation & recession: Q1 2023 Capital Markets Perspective [VIDEO]

Are the Federal Reserve’s efforts to curb inflation working? Is a recession down the road in 2023? Watch as Thrivent Asset Management leaders discuss their perspective on both inflation and recession concerns.

Are the Federal Reserve’s efforts to curb inflation working? Is a recession down the road in 2023? Watch as Thrivent Asset Management leaders discuss their perspective on both inflation and recession concerns.

01/18/2023

Market Update [VIDEO]

01/18/2023

General outlook: Q1 2023 Capital Markets Perspective [VIDEO]

General outlook: Q1 2023 Capital Markets Perspective [VIDEO]

General outlook: Q1 2023 Capital Markets Perspective [VIDEO]

What's expected of the economy in the year ahead as we anticipate a post-pandemic marketplace? Steve Lowe, CFA, Chief Investment Strategist delves into Thrivent Asset Management's views on key factors for 2023 such as rate hikes and inflation.

What's expected of the economy in the year ahead as we anticipate a post-pandemic marketplace? Steve Lowe, CFA, Chief Investment Strategist delves into Thrivent Asset Management's views on key factors for 2023 such as rate hikes and inflation.

01/18/2023

2022 Market Review

01/10/2023

Inflation, the Fed, and falling stocks marked 2022

Inflation, the Fed, and falling stocks marked 2022

Inflation, the Fed, and falling stocks marked 2022

2022 was the year of inflation and the Federal Reserve (Fed). The combination of the two – rising prices and a tightening monetary policy – contributed to a slowing economy, rapidly rising interest rates, and significant losses in the stock market. The war in Ukraine also contributed to global economic adversity, particularly in Europe.

2022 was the year of inflation and the Federal Reserve (Fed). The combination of the two – rising prices and a tightening monetary policy – contributed to a slowing economy, rapidly rising interest rates, and significant losses in the stock market. The war in Ukraine also contributed to global economic adversity, particularly in Europe.

01/10/2023

A look ahead: First quarter 2023 outlook

As 2023 comes into focus, some major themes and trends of 2022 are persisting, some have reversed, and some new trends are emerging.

  • Although statistics continue to point to a very tight jobs market, there is anecdotal evidence of a moderating labor demand
  • The Federal Reserve (Fed) is poised to slow its campaign of aggressively hiking rates after a year of historically large incremental increases in short-term interest rates
  • Long-term bond yields have declined significantly from their 2022 peak in October as the market looks forward to an expected slowing economy and inflation

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