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Perspectives

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Q4 2024 Commentary: Defying Expectations, Embracing Optimization

Markets vigorously adjusted expectations for a new regulatory, economic, and geopolitical landscape driven by U.S. politics. But going forward, technological innovation and economic resilience has far more impact on investors over the long, and even intermediate term. The economy features consistent growth, slowly moderating inflation, and a strong labor market. These support a positive long-term outlook for the market, but do not guarantee short-term returns, as the market will react to economic and policy changes.




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Q4 2024 Market Perspectives Webinar

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Q4 2024 Commentary: Defying Expectations, Embracing Optimization

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January 6 Bi-weekly Update: Investment Committee Notes

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December 17 Bi-weekly Update: Investment Committee Notes

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December 02 Bi-weekly Update: Investment Committee Notes

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November 11 Bi-weekly Update: Investment Committee Notes

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October 31 Bi-weekly Update: Investment Committee Notes

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Q3 2024 Commentary: Shifting Tides: Broad-Based Optimism Fuels Market Momentum

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Q2 2024 Commentary: Inflections Over Elections

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Q1 2024 Market Perspectives Webinar

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Q3 2024 Market Perspectives Webinar

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Q1 2024 Commentary: The AI-Fed Catch 22: Tango of Technology and Policy

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Q4 2023 Market Perspectives Webinar

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Q3 2023 Market Perspectives Webinar

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Q3 2023 Commentary: Fed Actions and the Nervous Reactions

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Masterclass featuring Robert Michaud on Model Portfolios - September 2023

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Q2 2023 Market Perspectives Webinar

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Fitch Downgrades U.S. Credit: New Frontier's Analysis

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Investment Committee Notes: 7/27/2023

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Q2 2023 Commentary: Building on Brilliance: Honoring Harry Markowitz and the Enduring Power of Portfolio Theory

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Meet a Strategist – Robert Michaud on Portfolio Optimization

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Q1 2023 Commentary: Saving Private Banks

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Staying Ahead of the Curve: New Frontier Advisors' Unique Approach to Research, Innovation, and Investment Management

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