Outlook 2024

Bulls, Bears & Blurred Horizons

Establishing and maintaining an economic outlook is an essential discipline for serious investors.  A well-researched and rational outlook provides insights on the current environment and will inform critical decisions going forward.  Clearwater Capital Partners is pleased to announce that our Outlook 2024: “Bulls, Bears, and Blurred Horizons” has been published. 

How will this cycle playout?  No one knows for sure, but all eyes are on the Fed and expectations for a soft landing now represent the consensus view.  Our base case has been that a mild recession was more likely than not, so the fundamental question as we head into a new year is:  were we wrong, or just early.

For a deeper discussion of our expectations for the coming year, please read our Outlook 2024 report.  As always, should you have any questions or concerns, please give us a call.