Topics Include:
The S&P 500 Concentration – The S&P 500 is more concentrated today than at any other time in history. What does this mean for future returns of Growth stocks?
The Artificial Intelligence Era – Assessing technological and market leadership changes.
The Rates They Are A-Changin’ – The bond market adjusts to a new policy era.
Put Your Financial House in Order – A new year provides opportunities for new beginnings and new goals. Getting organized financially should be at the top of everyone’s list.
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
