Matthew Peron, Chief Investment Officer Paul Single, Managing Director, Senior Portfolio Manager Steven Denike, Portfolio Strategy Analyst
For most of the past decade, asset prices have risen with limited interruption. However, the investment environment has shifted over the past year and a half, and portfolios that served investors well during the steady ascent of risk assets could now be exposed and will have to work harder to generate returns than in previous years. This is what late-cycle investing looks like. More modest gains, with higher volatility, as investors grapple with uncertainty surrounding policy and mixed messages about the sustainability of the expansion.
Investment management services provided by City National Bank through its wholly-owned subsidiary City National Rochdale, LLC, a registered investment advisor. Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as of the date of this document and are subject to change. Bonds and bond funds are subject to interest rate risks and will decline in value as interest rates rise. This risk is heightened with investments in longer duration fixed-income securities and during periods when prevailing interest rates are low or negative. All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future results.
Investment Products are:
not insured by the FDIC.
not a deposit or other obligation of, or guaranteed by, the bank.
subject to investment risks, including possible loss of the principal amount invested.
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