Outlook 2024- Bulls, Bears, and 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. You may access it now on our CCP Thought Leadership page.

How will this cycle play out? 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.