Tag Archives: Market Updates

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



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



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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Economic Trends, Equity Market Updates and Interest Rate Changes – With Eric Nahat



An unprecedented fiscal stimulus and the rollout of vaccinations has led to the resurgence of economic activity through COVID-19.

In this episode, David Vallieres and Eric Nahat discuss the anticipated trends in consumer spending, equity markets and fixed income assets. They also explore strategies to reduce your exposure to short-term market changes and help you lay out a comprehensive long-term plan.

You will learn:

  • How changes in the 10-year treasury yield affect the equity markets
  • What we mean by “duration” – and how it affects fixed income investments
  • Expected economic growth in 2021 and beyond
  • Tips to create a well-balanced portfolio while still taking advantage of short-term trends
  • And more!

Tune in to get important updates on the current and anticipated market trends!

Resources: Synergy Capital Solutions | David Vallieres | Eric Nahat on LinkedIn | Email at: hello@synergycapitalsolutions.com