Investment Commentary


The Market in Five Charts: What's Shaping the Market Narrative

August 28, 2021 - As we move into fall, the constant "market highs" storyline may start to shift amidst conflicting economic and market data and uncertainty introduced by the Delta variant. 

In this month's The Market in Five Charts, Chief Investment Officer Rick Pitcairn assesses:

  • The long-running bull market and strong institutional sentiment
  • A strong foundation of corporate earnings keeping market valuations in check
  • The 10-year Treasury's predictive value in forecasting economic expansion
  • Public policy's impact on inflation and economic inequality
  • Fiscal policy as a driver of macroeconomic inflection points

 

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About Pitcairn

Pitcairn is a true family office and leader in helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics. Through Wealth Momentum®, an experience-based family office model, Pitcairn helps families achieve a more effective and complete experience. Since its inception, Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes – year to year, decade to decade, generation to generation. Today, Pitcairn is recognized as an innovator, guiding families through generational transitions and redefining the industry standard for family offices. The firm is located in Philadelphia, with offices in New York and Washington, DC and a network of resources around the world.