The “Shake it Off” Market Presentation

 
Asset Management, Companies and Industries, Fixed Income, Investment Themes, The Economy February 6, 2024

The “Shake it Off” Market Presentation

In 2023, the markets saw plenty of challenges: High interest rates, geopolitical conflict, debt ceiling brinksmanship, threat of a government shutdown, student loan payments restarting, a troubled commercial real estate market, record and rising national debt, and even a banking crisis. In the face of each of these shocks, the market seemed to take Taylor Swift’s lyrical advice and “shake it off.”

Individual investment positions detailed in this post should not be construed as a recommendation to purchase or sell the security. Past performance is not necessarily a guide to future performance. There are risks involved in investing, including possible loss of principal. This information is provided for informational purposes only and does not constitute a recommendation for any investment strategy, security or product described herein. Employees and/or owners of Nelson Capital Management, LLC may have a position securities mentioned in this post. Please contact us for a complete list of portfolio holdings. For additional information please contact us at 650-322-4000.

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