Has the new Goldilocks narrative created a 'too soon' conundrum for the Fed?

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Presented by

Philip Lawlor, Managing Director, Market Research at Wilshire

About this talk

Join Philip Lawlor, Managing Director, Market Research at Wilshire for a 30-minute webinar that examines key market navigation drivers and discussion points facing investment decision-makers today. Topics this month: Risk appetite has been buoyed by the Goldilocks narrative of a soft landing, dovish Federal Reserve pivot and easing financial conditions – has this generated a ‘too soon’ conundrum for the Fed? Is there an underestimation of the 'higher for longer' tail risk? Valuation shifts remain the key driver of market returns – are current valuation levels and the recent PE expansion consistent with longer term inflation expectations?
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Wilshire Indexes is a global benchmark platform that provides institutional investors, asset managers and retail intermediaries unmatched flexibility in solving benchmarking, portfolio construction, and risk management challenges. Transforming the way investors use benchmarks to meet their objectives, Wilshire Indexes provides global coverage of the markets through the leading FT Wilshire Index Series. Combining new technology and modular products in a growth-aligned commercial model designed for collaboration, efficiency, and speed to market, Wilshire Indexes offers a completely new way to work with an index provider.