The ARC Asset Management Team will be going over the details on the latest round of stimulus, recent economic releases including the jobs report, and trends in the stock and bond markets. They will also touch on the challenges facing balanced portfolios going forward.

The ARC Asset Management Team will be breaking down the recent moves in the Treasury markets and its implication for momentum stocks. They will also discuss what the Treasury moves say about inflation expectations. Lastly, they will debate whether the Federal Reserve has lost control of the yield curve.

George Young (Villere Balanced Fund Portfolio Manager) is a problem-solver who thinks broadly about his clients’ motivations and assets. His secret is always listening first. Then he guides clients on how they may move toward reaching their goals. In addition to his role as portfolio manager and strategizing with other partners on investment decisions, George serves as the chief compliance officer.
The ARC Asset Management Team will speak with our guest about the current market and investing rules to live by.

The Asset Management Team will be breaking down the continued market rally. They’ll also cover recent developments on stimulus, where the economy is trending, their thoughts on inflation, and the ongoing earnings season

The ARC Asset Management Team will be going over recent trends in the equity markets including the outsized moves in small retail companies and their implications. Additionally, the team will go over earnings reports, trends in the fixed income markets and Federal Reserve news.

George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors. He joined SSGA as a Vice President and Head of Gold Strategy in November 2014.
The ARC Asset Management Team will speak with our guest about gold and the current market.

The ARC Asset Management Team will be going over recent trends in the equity and bond markets, economic data, alternative data sets, technical analysis and volatility. We will also touch on the challenges facing traditional portfolios in 2021.

The ARC Asset Management Team will be speaking about the market outlook for 2021 including thoughts on economic growth, inflation, interest rates, volatility and the implications for client portfolios.