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 2024.
How Much Longer Will the Stock Market Keep Up This Momentum?
A lot depends on corporate earnings and interest rates. Our Chief Equity Strategist, David McGrath, weighs in.
What Do Interest Rates Mean for Business Owners?
Higher interest rates make it more difficult for companies to expand – especially smaller companies. David McGrath, Chief Equity Strategist, talks about why the Federal Reserve will likely not be able to meet the expectations we had at the beginning of the year for rates cuts.
Is Inflation Really Dead?
Is inflation really dead? Are prices finally coming down? Chief Economist, John Norris, weighs in.
What are Investors Worried About For 2024?
Investors are still worried about the potential for a recession in the first half of 2024, and still hopeful that the Federal Reserve will start to cut rates at some point this year. We are seeing now, with inflation coming down closer to the Fed’s desired targets, they have the potential to cut rates at some point. John Norris, Chief Economist, shares his thoughts on the “cooling” economic growth and how it impacts us.
What is the General Consensus Around the Economic Forecast for 2024?
We are a little more optimistic right now than we were this time last year. There’s hope building that we will have a soft landing where the Federal Reserve will be able to bring down rates without forcing the economy into a recession. More from David McGrath, Chief Equity Strategist.
Expectations and Predictions for Stock Market Performance in 2024
Markets like certainty. One big piece of the certainty puzzle is the upcoming presidential election. Once we have certainty on who controls the White House and Congress, institutional managers will feel more confident about putting money in different sectors. David McGrath weighs in on why he thinks we could have a good year, later in the year this year.
Don’t Fight the Fed
When the Fed starts raising rates, they saying has been to get out of the way and let them do what they do. So far in 2023 that was not the case and the market continued to rise. More from Sam Clement, here.
What is the Solution to the Federal Budget Deficit?
The best way to fight the U.S. budget deficit is to grow the United States economy as rapidly as possible. Regulations that constrain businesses constrain profitability which ultimately constrains the amount of money that could be flowing through the U.S. economy. The more rapidly it grows, the more tax receipts Congress will have. “Let the games begin,” says Chief Economist, John Norris.
What is Driving the Continued Strength of the U.S. Consumer
A major part of consumer strength goes back to the COVID economies of 2020 and 2021. The consumer was forced to stay home; no vacation, less eating out, and saving $4 – 4.5 trillion in excess cash. The consumer has been incredibly strong ever since reopening the economy.
Oakworth’s Allocation and Outlook for 2024
We think this year is going to change from an “almost-nothing” rally to a broader rally. Sam Clement offers perspective.
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.