This video collection features comments and commentary from our Investment Committee members, including John Norris (Managing Director and Chief Economist), David McGrath (Managing Director, CFA® and Chief Equity Strategist), Sam Clement (Associate Managing Director and Portfolio Manager), Ryan Bernal (Investment Analyst) and Chris Cooper (Portfolio Manager).
Our Investment Committee experts are responsible for overseeing the investment decisions on behalf of Oakworth Capital Bank. Their objective is to manage investment strategy, monitor the performance off all portfolios and conduct research to identify key opportunities. These experts also make up our Thought Leadership team. We believe communication is the key to successful client relationships. While sharing useful information is beneficial, regardless of source, Oakworth believes in the value proposition of developing and having its own experts and ideas. By generating our own market commentaries, economic newsletters, topical subject analysis and serials, and even conversational podcasts and videos, our clients know we are using our knowledge, creativity and expertise to help them succeed.
Below you’ll find relevant videos from our Investment Committee around relevant economic issues as well as our Macro & Market Perspectives Magazine for Q3 2024.
Special Report: Social Media
Social media has transformed both retail investing and political engagement, driving trends like meme stocks and fueling misinformation. The future will require a balance between free speech and protecting market and political integrity.
Special Report: The Chinese Economy: Look Before You Leap
China’s economic rise has been remarkable, but it now faces significant challenges in housing, debt management and central planning. How will China navigate these headwinds, and what does it mean for the global economy?
3rd Quarter Economic Overview
In third quarter of 2024 it was finally made clear: Washington must overhaul its methodologies to better reflect today’s economy and consumer behavior. The vagaries are simply too great and the implications too important.
Year-End Predictions
Political gridlock, a flattening yield curve, shifting behavioral patterns, stock market rallies (and possible sell-offs), a housing conundrum and other predictions from our Investment Committee to close out 2024.
Key Takeaways from 3rd Quarter
The Fed has finally cut interest rates. New money continues to pour into the stock market. Prices keep rising. American politics are more polarized than ever. All of this and more in our 3rd quarter key takeaways.
3rd Quarter Equity Review, 2024
Despite a multitude of recent natural disasters and ongoing uncertainty, the markets have shown impressive resilience. With the economy and consumer activity holding strong and stocks reasonably priced, the outlook remains full of potential opportunities.
3rd Quarter Asset Allocation, 2024
The pendulum is swinging back and broadening in a healthy way— not just under-performing large-cap tech but by stronger performance across the board. Increased market volatility, driven by Fed rate cuts and geopolitical factors, has made diversification crucial. We continue to favor equities over bonds and cash, with a focus on value stocks and smaller companies benefiting from a steeper yield curve and rising earnings.
This information is being provided for informational and educational purposes and is not meant to be taken as specific advice. All decisions regarding the legal implications of these strategies should be discussed with your advisors before being implemented.