The ARC Asset Management team discusses the significant increase in investor expectations for Fed rate hikes, inflation cross currents, and provides their view of initial earnings reports as well their outlook as reporting season hits its full stride this week and next. The team also touches on the $US, global bond markets, and China.

The Fed, Inflation, and what it Means for Earnings

Hosted By Jean Paul Lagarde, the Slow Money Show takes an in-depth look at the latest news in the financial market. Published every Monday, topics include the current state of the market, inflation, and economic outlooks. Jean Paul Lagarde is Chief Investment Officer and founder of ARC Asset Management, where he leads the Asset Management Group, leveraging his expertise in portfolio construction and risk mitigation to reshape the risk/reward curve of equity market exposure. Jean Paul is the lead portfolio manager on several of the firm’s investment strategies and shares ARC’s core principle that investment risk should be actively managed, and that risk reduction should be at the core of all financial plans. He is the lead portfolio manager on several of the firm’s investment strategies, providing valuable resources to all ARC advisors and working with the investment committee on idea generation, investment solution design, and implementation. The opinions voiced are for general information only, subject to change, and are not intended to provide specific advice or recommendations for any individual. Additional information, including management fees and expenses, is provided on Advisor Resource Counsel’s Form ADV Part 2 available upon request or on the SEC’s Investment Advisor Public Disclosure site.

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Hosted By Jean Paul Lagarde, the Slow Money Show takes an in-depth look at the latest news in the financial market. Published every Monday, topics include the current state of the market, inflation, and economic outlooks.Jean Paul Lagarde is Chief Investment Officer and founder of ARC Asset Management, where he leads the Asset Management Group, leveraging his expertise in portfolio construction and risk mitigation to reshape the risk/reward curve of equity market exposure. Jean Paul is the lead portfolio manager on several of the firm’s investment strategies and shares ARC’s core principle that investment risk should be actively managed, and that risk reduction should be at the core of all financial plans. He is the lead portfolio manager on several of the firm’s investment strategies, providing valuable resources to all ARC advisors and working with the investment committee onidea generation, investment solution design, and implementation. The opinions voiced are for general information only, subject to change, and are not intended to provide specific advice or recommendations for any individual. Additional information, including management fees and expenses, is provided on Advisor Resource Counsel’s Form ADV Part 2 available upon request or on the SEC’s Investment Advisor Public Disclosure site.

Hosted By Jean Paul Lagarde, the Slow Money Show takes an in-depth look at the latest news in the financial market. Published every Monday, topics include the current state of the market, inflation, and economic outlooks. Jean Paul Lagarde is Chief Investment Officer and founder of ARC Asset Management, where he leads the Asset Management Group, leveraging his expertise in portfolio construction and risk mitigation to reshape the risk/reward curve of equity market exposure. Jean Paul is the lead portfolio manager on several of the firm’s investment strategies and shares ARC’s core principle that investment risk should be actively managed, and that risk reduction should be at the core of all financial plans. He is the lead portfolio manager on several of the firm’s investment strategies, providing valuable resources to all ARC advisors and working with the investment committee on idea generation, investment solution design, and implementation. The opinions voiced are for general information only, subject to change, and are not intended to provide specific advice or recommendations for any individual. Additional information, including management fees and expenses, is provided on Advisor Resource Counsel’s Form ADV Part 2 available upon request or on the SEC’s Investment Advisor Public Disclosure site.

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The Fed, Inflation, and what it Means for Earnings

The Fed, Inflation, and what it Means for Earnings