Vigilant Wealth Management

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As we work our way through a frigid February in New England, the Vigilant Investment Team continues to stay focused on the outlook for markets and the economy under a new, and fast-moving, Presidential administration. Please visit the link below to read our latest Investment Insights, informed by our Favorite Fifteen chart pack, plus a bonus chart that addresses valuation in today’s equity market.?

As we work our way through a frigid February in New England, the Vigilant Investment Team continues to stay focused on the outlook for markets and the economy under a new, and fast-moving, Presidential administration. Please visit the link below to read our latest Investment Insights, informed by our Favorite Fifteen chart pack, plus a bonus chart that addresses valuation in today’s equity market.?

Secular Investment Themes (SITs): Digitalization & Big Data This is the first in a series of bi-monthly posts on Secular Investment Themes (SITs). The objective of these posts is to provide the reader with a better understanding of how Vigilant incorporates our thinking on broader economic trends and themes into the investment research process. We have identified five key SITs expected to attract significant capital spending from governments and private enterprises.

Secular Investment Themes (SITs): Digitalization & Big Data This is the first in a series of bi-monthly posts on Secular Investment Themes (SITs). The objective of these posts is to provide the reader with a better understanding of how Vigilant incorporates our thinking on broader economic trends and themes into the investment research process. We have identified five key SITs expected to attract significant capital spending from governments and private enterprises.

The Investment Policy Committee has finalized this month's Favorite Fifteen chart pack. Below please find the link to the slides for January 2025.??

The Investment Policy Committee has finalized this month's Favorite Fifteen chart pack. Below please find the link to the slides for December 2024.?

As we approach Thanksgiving, the Vigilant Investment Team has compiled our latest insights on markets post-election and into year-end. Economic growth continues to look strong, although some possible risks to consumer spending may be on the horizon. We will be watching consumer behavior closely through the holiday shopping season for more clues on sentiment. In the meantime, we wish all our clients and associates a happy and restful Thanksgiving!?

Vigilant Wealth Management is seeking an Investment Intern to join our Investment & Portfolio Management team in the Firm's Portsmouth, NH office for the summer of 2025. Please visit the link below to learn more and apply. https://lnkd.in/e3UFs-sq

The final weeks before the 2024 Presidential Election are upon us. As we approach November, our Investment Team continues to focus on the connections between Presidential cycles and financial markets. While we observe that these patterns don’t repeat, we find that they often rhyme. For a lookback at election cycles and the implications for financial markets, please see our latest blog post below.?