Sit Investment Associates, Inc.

Sit Senior Vice President Bryce Doty will be a guest on "Mornings with Maria" tomorrow morning, Tuesday, November 5th, shortly after 6 a.m. Central Time on Fox Business Network.

?? Key Insights from Our Recent Shareholder Luncheon We are pleased to share highlights from a recent presentation by Bryce A. Doty, CFA, Senior Vice President and Senior Portfolio Manager, at our mutual fund shareholder luncheon. Bryce provided a thoughtful analysis of the current taxable bond market, emphasizing: ?? Federal Reserve Easing: The Fed has begun a cycle of easing, with expectations for a more gradual approach than previous rate hikes. This shift has resulted in a decline in yields across the Treasury curve by over half a percent. ?? Strong Returns: Lower yields have contributed to impressive one-year returns for the Sit Quality Income Fund and the Sit U.S. Government Securities Fund. Increased net asset values (NAVs) have also played a significant role in driving total returns. ?? Inflation Trends: Inflation has slowed year-over-year, partly due to a decrease in the U.S. Personal Saving Rate. This reduction in available cash for goods and services supports the Fed's ability to lower rates further. If you’re interested in exploring investment opportunities with us, please feel free to reach out. We’d be happy to discuss how our strategies can align with your financial goals. Check out the presentation for more insights and charts! ?? Past performance is no guarantee of future results. For performance information of any Sit Mutual Fund current to the most recent month-end, visit our website at www.sitfunds.com. Investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost. Investments are subject to risks, including the possible loss of principal. Investors should consider the investment objectives, risks, and charges and expenses of the investment company carefully before investing. The Fund’s prospectus contains this and other important Fund information and may be obtained at www.sitfunds.com or by calling 1-800-332-5580. Read the prospectus carefully before investing. #InvestmentStrategy #TaxableBonds #MarketInsights #SitInvestments

We are pleased to share our latest outlook titled "The Global Economic & Investment Environment and Strategy." In this document, we analyze the current economic landscape and outline our strategic perspective for the coming years. Key Highlights: - We anticipate a soft landing for the economy, with a slowdown expected in the latter half of 2024 and a reacceleration in 2025. - Despite slowing global growth due to higher interest rates, the fundamental economy remains solid. - Geopolitical uncertainties continue to pose challenges, while inflation data is cooling, approaching targeted goals. - We foresee imminent interest rate cuts, starting with 25 basis point reductions in the U.S. in late 2024, which should mitigate recession fears. - Although markets may experience volatility, they are likely to trend upward, and profit-taking should be anticipated. - It's crucial for investors to look ahead to 2025 and beyond as we navigate this evolving landscape. Our document includes detailed graphs and analyses to provide clarity on these trends. We encourage you to explore these insights and consider how they might impact your investment strategy. Feel free to reach out to our team at Sit Investment Associates for any questions or discussions on how these insights can benefit your investment decisions. #SitInvestmentAssociates #EconomicOutlook #InvestmentStrategy #Finance #MarketInsights #Investment

Excited to share our latest quarterly publication from Sit Investment Associates: Global Investment Outlook and Strategy. In this edition, we dive into the key trends shaping the global economy and investment landscape: 1. U.S. Soft(ish) Landing Base Case: Analyzing how the Fed’s monetary easing cycle may influence economic stability. 2. China’s Stimulus Boost: Exploring how promised stimulus measures could enhance GDP growth through 2025. 3. Euro Area Challenges: Discussing the hurdles in achieving economic momentum across the region. 4. Fed Funds Rate Recalibration: Insights on the Fed's plans to adjust rates to 3.5% by mid-2025. 5. Tax-Exempt Bond Returns: Understanding how income will underpin returns in this space going forward. 6. Stock Market Outlook: Assessing how improving earnings and Fed easing are likely to support market broadening. For personalized insights and further investment expertise, feel free to reach out to us. We’re here to help you navigate these dynamics. #InvestmentStrategy #EconomicOutlook #SitInvestmentAssociates #Finance #GlobalMarkets

Sit Senior Vice President Bryce Doty discussed the fixed income market on Bloomberg TV’s "The Close" on August 8th. https://lnkd.in/gNBrUz77

Sit Senior Vice President & Senior Portfolio Manager Bryce Doty was quoted in a story on thestreet.com. Fed to signal timing of first interest rate cut as inflation slows - TheStreet

Sit is proud to be awarded ‘Domestic Core Manager of the Year’ by Emerging Manager Monthly. For a second straight year, Sit Total Return was the top strategy among the universe of MWBE fixed-income managers.