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May 2023 Market Update

05/05/2023

Big tech earnings growth drives market gains

Big tech earnings growth drives market gains

Big tech earnings growth drives market gains

Despite ongoing economic headwinds, the stock market remained resilient in April, with a handful of tech giants leading the way. Microsoft, Google, and Meta all reported results above consensus expectations in late April.

Despite ongoing economic headwinds, the stock market remained resilient in April, with a handful of tech giants leading the way. Microsoft, Google, and Meta all reported results above consensus expectations in late April.

05/05/2023

Read

05/26/2023

Commercial real estate challenges impacting markets

Commercial real estate challenges impacting markets

Commercial real estate challenges impacting markets

Concern is growing over the commercial real estate (CRE) market, its impact on CRE loans, and ultimately its potential effects on financial institutions, capital markets, and the overall economy.

Concern is growing over the commercial real estate (CRE) market, its impact on CRE loans, and ultimately its potential effects on financial institutions, capital markets, and the overall economy.

05/26/2023

05/05/2023

Inflation – Persistency, market impact, and portfolio implications

Inflation – Persistency, market impact, and portfolio implications

Inflation – Persistency, market impact, and portfolio implications

Inflation has been by far the most important economic variable affecting markets over the past two years. Investors are now grappling with how to incorporate this new reality into their personal financial and investment strategies after decades of disinflation, which at times has bordered on actual deflation.

Inflation has been by far the most important economic variable affecting markets over the past two years. Investors are now grappling with how to incorporate this new reality into their personal financial and investment strategies after decades of disinflation, which at times has bordered on actual deflation.

05/05/2023

May 2023 Market Update

05/05/2023

Big tech earnings growth drives market gains

Big tech earnings growth drives market gains

Big tech earnings growth drives market gains

Despite ongoing economic headwinds, the stock market remained resilient in April, with a handful of tech giants leading the way. Microsoft, Google, and Meta all reported results above consensus expectations in late April.

Despite ongoing economic headwinds, the stock market remained resilient in April, with a handful of tech giants leading the way. Microsoft, Google, and Meta all reported results above consensus expectations in late April.

05/05/2023

Market Update [Video]

05/02/2023

Q2 2023 Fixed-Income Overview

Q2 2023 Fixed-Income Overview

Q2 2023 Fixed-Income Overview

When will the Federal Reserve begin cutting rates, and how will that impact various fixed-income assets? Our experts invite you to listen as they discuss these and other key fixed-income topics for the quarter.

When will the Federal Reserve begin cutting rates, and how will that impact various fixed-income assets? Our experts invite you to listen as they discuss these and other key fixed-income topics for the quarter.

05/02/2023

Market Update [Video]

05/02/2023

Q2 2023 Equity Overview

Q2 2023 Equity Overview

Q2 2023 Equity Overview

Equities have started the year strong, but investors are cautious as the risk of a recession increases. Thrivent Asset Management’s chief investment strategist shares his beliefs on where equity opportunities may arise.

Equities have started the year strong, but investors are cautious as the risk of a recession increases. Thrivent Asset Management’s chief investment strategist shares his beliefs on where equity opportunities may arise.

05/02/2023

04/25/2023

Grow and streamline your practice through managed accounts

Grow and streamline your practice through managed accounts

Grow and streamline your practice through managed accounts

The Thrivent Managed Accounts Program offers financial professionals a simple and effective way to build their practices while offering their clients a high level of professional portfolio management.

The Thrivent Managed Accounts Program offers financial professionals a simple and effective way to build their practices while offering their clients a high level of professional portfolio management.

04/25/2023

1st Quarter 2023 Market Review

04/10/2023

Tech shines, Financials falter, as Fed hikes rattle banks

Tech shines, Financials falter, as Fed hikes rattle banks

Tech shines, Financials falter, as Fed hikes rattle banks

After a steep 28.19% drop in 2022, the Information Technology sector of the S&P 500 was up 21.82% in the 1st quarter, as investors migrated to stocks they believed could best weather ongoing inflationary pressures. Communication Services, which tumbled 39.89% last year, jumped 20.50% in the 1st quarter this year.

After a steep 28.19% drop in 2022, the Information Technology sector of the S&P 500 was up 21.82% in the 1st quarter, as investors migrated to stocks they believed could best weather ongoing inflationary pressures. Communication Services, which tumbled 39.89% last year, jumped 20.50% in the 1st quarter this year.

04/10/2023

2nd Quarter 2023 Market Outlook

04/04/2023

Banking turbulence impacts the Fed’s glide path

Banking turbulence impacts the Fed’s glide path

Banking turbulence impacts the Fed’s glide path

During the first few months of 2023, investors remained laser-focused on the persistent interconnected themes of inflation, the Federal Reserve’s (Fed) ongoing aggressive policy response to thwart it, and the impact this policy might have on the economy.

During the first few months of 2023, investors remained laser-focused on the persistent interconnected themes of inflation, the Federal Reserve’s (Fed) ongoing aggressive policy response to thwart it, and the impact this policy might have on the economy.

04/04/2023

Fund Commentary

03/28/2023

A skeptic’s eye helps drive performance for Thrivent Mid Cap Value Fund

A skeptic’s eye helps drive performance for Thrivent Mid Cap Value Fund

A skeptic’s eye helps drive performance for Thrivent Mid Cap Value Fund

Deep proprietary research helped Thrivent Mid Cap Value Fund Manager Graham Wong outperform the benchmarks in both good markets and bad over the past three years.

Deep proprietary research helped Thrivent Mid Cap Value Fund Manager Graham Wong outperform the benchmarks in both good markets and bad over the past three years.

03/28/2023

A look ahead: Second quarter 2023 outlook

The economic uncertainty and volatile investment environment that characterized the first quarter seem to be trends that will prevail through much of 2023 for fixed-income and equity markets alike.

  • Fixed income market: Investing in this area should be viewed as an alternative not to higher-quality fixed-income investments, but closer to equity investments.

  • Equity market: Like small cap and value U.S. stocks, international stocks will need to see clearer economic skies to truly regain their performance footing.

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