Tag Archives: Fixed Income

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2022 Q2 Market Update With Eric Nahat

Financial, Financial Planning, Investing, Investments, Uncategorized, , , , , , , , ,

It can help to focus on logic and long term planning since the markets are constantly changing.

In this episode, David Vallieres talks with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions about the second quarter of 2022. They discuss the possible economic indicators and their impacts on the economy. While explaining their market projections in the face of a possible recession in the short term.

Eric discusses:

  • How GDP numbers for the first quarter shocked to the downside
  • Five ways the odds of a recession are rising
  • A recap of what’s been happening with the performance of the markets
  • What’s next for equities
  • And more

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric Nahat holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection.



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2022 Q1 Market Update With Eric Nahat

Financial, Financial Planning, Investing, Investments, Uncategorized, , , , , ,

There is always going to be uncertainty in the market with all the moving parts, not only within the economy but equities and fixed income.

In this episode, David Vallieres chats with Eric Nahat, an advisor and director of the investment committee at Synergy Capital Solutions to provide you with a 2022 quarter one market update. They also share what could lie ahead in the market for the next quarter.

Eric discusses:

  • A quick recap of what’s been happening in the market this year
  • What he is seeing ahead for equities and why diversification is important
  • Why fixed income has had a tough start to the year
  • And more

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric Nahat holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection.



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Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat

Financial, Financial Planning, Investing, Investments, Uncategorized, , , , , , , , ,

If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you!

In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021, and share insights into what investors should expect in 2021-Q4 and beyond.

David and Eric discuss:

  • How the Delta Variant and supply chain pressures are affecting the global economy
  • The potential impact of Federal Reserve’s “tapering” on inflation
  • Why international investors should be careful of China’s highly leveraged housing sector
  • And more!

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.

 

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Economic Trends, Market Updates, and Future Outlook With Eric Nahat

Financial, Financial Planning, Investing, Investments, Uncategorized, , , , , , , ,

With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward?

In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 and beyond.

David and Eric discuss:

  • Industry sectors that have experienced the maximum rebound in consumer spending
  • Why we are seeing a shift towards value-oriented companies
  • The impact of anticipated inflation and interest rate changes on fixed income markets
  • The importance of long-term planning instead of “timing the markets”
  • And more!

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.

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