Jan 21, 2025
Tower Bridge Advisors Blog
Tower Bridge Advisors Blog January 21, 2025 - It was an eventful day yesterday but nothing likely to change investor perceptions, at least not immediately. Perhaps as the details from dozens of Executive Orders over the coming days become evident, that might change. But for now, steady as it goes.
Dec 27, 2024
Tower Bridge Advisors Blog
Tower Bridge Advisors Blog December 27, 2024 - The S&P 500 defied expectations with a 27% gain in 2024, driven by earnings growth, AI optimism, and abundant capital in the market. Despite this strong performance, investors should maintain balance in their portfolios as valuations are near historical peaks, raising concerns about a potential market correction and the impact of rising long-term interest rates.
Oct 14, 2024
Tower Bridge Advisors Blog
Tower Bridge Advisors Blog October 14, 2024 – The election is three weeks away. The market’s message is that, economically, it is a non-event. Most of the promises of candidates will probably die somewhere in Congress. Meanwhile, AI keeps emerging at an accelerating pace. That will prove more dominant over the next four years, economically, than any fiscal or monetary developments in Washington.
Oct 10, 2024
Tower Bridge Advisors Blog
Tower Bridge Advisors Blog October 10, 2024 - The U.S. job market showed monstrous growth in September, exceeding expectations and boosting worker wages despite some sectors lagging and uncertainty surrounding the upcoming election. So far in October, rising bond yields have largely been ignored by investors. And, companies will soon release their third-quarter results, so we will learn if we get tricks or treats.