--- title: Economic Updates description: Stay informed with the latest economic updates and insights from Broadleaf Partners. Our website provides valuable information to help you make informed decisions. --- ![Economic](https://broadleafpartners.com/hubfs/Economic%20updates.jpg) ![M_Economic](https://broadleafpartners.com/hubfs/M_Economic%20updates.jpg) ## Economic Updates Economic Updates ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 16 2026  /  Broadleaf Partners #### Broadleaf Partners 2026 Investment Playbook Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2026-investment-playbook) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Apr 28 2025  /  Broadleaf Partners #### A Thoughtful Approach to Investing in Volatile Markets - April 2025 Market volatility can be unsettling, causing investors undue stress in turbulent times. Instead of panicking, we encourage you to take a step back and ask: Does your current risk exposure align with your comfort le... [read more ** ](https://broadleafpartners.com/economic-updates/a-thoughtful-approach-to-investing-in-volatile-markets-04-28-25) ![Balancing Short-Term and Long-Term Goals in Financial Planning ](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Wealth Management Financial Planning Mar 26 2025  /  Broadleaf Partners #### Optimizing Your Portfolio with the STRIPs and BGEP Each investor has unique financial goals, risk tolerance levels, and investment objectives. For some, managing risk through portfolio diversification is a top priority. Others may prefer to invest in a way that pri... [read more ** ](https://broadleafpartners.com/economic-updates/optimizing-your-portfolio-with-the-strips-and-bgep) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Mar 12 2025  /  Broadleaf Partners #### One of Those Times - March 2025 As we mark the five-year anniversary of the COVID-19 pandemic, we're reminded of the market's remarkable resilience. Despite a strong rebound since the 2020 lows, recent market action has been volatile, with concer... [read more ** ](https://broadleafpartners.com/economic-updates/one-of-those-times-03-11-25) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Jan 28 2025  /  Broadleaf Partners #### What We're Thinking - January 2025 Artificial Intelligence has been the center of the downward trend in the markets lately. Although there is no ultimate outcome yet, we've provided our analysis of the situation at hand to best assist our clients in... [read more ** ](https://broadleafpartners.com/economic-updates/what-were-thinking-01-28-2025) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 16 2025  /  Broadleaf Partners #### Broadleaf Partners 2025 Investment Playbook Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2025-investment-playbook) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Sep 3 2024  /  Admin #### What We're Thinking - August 2024 The market has experienced a sudden shift in recent weeks, with stocks experiencing a downturn. Despite strong earnings reports, other economic factors have lead investors to become more cautious. Let's take a clos... [read more ** ](https://broadleafpartners.com/economic-updates/what-were-thinking-2-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 18 2024  /  Broadleaf Partners #### Broadleaf Partners 2024 Investment Playbook Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2024-investment-playbook) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates May 24 2023  /  Broadleaf Partners #### The Last Mile On May 10, 2022, we published an update titled "Recession Looming?" as the consensus on Wall Street seemed to be that a widespread economic recession was all but inevitable. Fast forward a year, and the debate stil... [read more ** ](https://broadleafpartners.com/economic-updates/https-broadleafpartners-com-wp-content-uploads-2023-05-the-last-mile-pdf) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 19 2023  /  Broadleaf Partners #### Broadleaf Partners 2023 Investment Playbook Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2023-investment-playbook) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Wealth Management May 11 2022  /  Broadleaf Partners #### Recession Looming? Whether or not we're heading into a recession is certainly up for debate. What's not up for debate though, is that the stock market may be sending signals of that very possibility. [read more ** ](https://broadleafpartners.com/economic-updates/https-www-broadleafpartners-com-2022-05-10-recession-looming-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Wealth Management Mar 8 2022  /  Broadleaf Partners #### Bad Weather or Bad Clothing? We are no doubt living in uncertain times, the likes of which most in North America and around the globe haven’t seen in nearly a century. These risks and uncertainties are almost of biblical or medieval proportion... [read more ** ](https://broadleafpartners.com/economic-updates/bad-weather-or-bad-clothing) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 13 2022  /  Broadleaf Partners #### Broadleaf Partners 2022 Investment Playbook Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2022-investment-playbook-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 18 2021  /  Broadleaf Partners #### Broadleaf Partners 2021 Investment Playbook Each year, we look back at the prior year’s Investment Playbook to assess what we got right, what we got wrong, and what we learned in the process. We then turn to the coming year, putting our dominant ideas in wri... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2021-investment-playbook) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 17 2020  /  Broadleaf Partners #### Broadleaf Partners 2020 Investment Playbook At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process. We then turn our attention to the year to come, h... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2020-investment-playbook) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 3 2020  /  Broadleaf Partners #### Fourth Quarter 2019 Performance Commentary and Review The Broadleaf Growth Equity Portfolio (BGEP) posted a full year return of 40.4%, well ahead of strong gains posted by the S&P 500. (This comes after last year's strong results, in which the BGEP was also up in a do... [read more ** ](https://broadleafpartners.com/economic-updates/fourth-quarter-2019-performance-commentary-and-review-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Oct 2 2019  /  Admin #### Third Quarter 2019 Performance Commentary and Review The third quarter proved to be another volatile one, but managed to finish slightly higher than where we were when the quarter began. Despite the endless noise of a 24/7 media cycle deeply engaged in the business o... [read more ** ](https://broadleafpartners.com/economic-updates/third-quarter-2019-performance-commentary-and-review) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jul 5 2019  /  Admin #### Second Quarter 2019 Performance Commentary & Review While it was volatile ride, the second quarter of 2019 ended in positive territory with both the Broadleaf Growth Equity Portfolio and the S&P 500 gaining more than four percent. Our results continue to outpace tho... [read more ** ](https://broadleafpartners.com/economic-updates/second-quarter-2019-performance-commentary-review) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Apr 1 2019  /  Admin #### First Quarter 2019 Performance Commentary and Review After a difficult fourth quarter for the stock market last year, the first quarter of 2019 proved to be a kind one for the Broadleaf Growth Equity Portfolio, which posted a gain of 18.7% net versus 13.7% for the S&... [read more ** ](https://broadleafpartners.com/economic-updates/first-quarter-2019-performance-commentary-and-review-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 15 2019  /  Admin #### Broadleaf Partners 2019 Investment Playbook At the end of each year, we like to look back on the year that was and consider what we got right, what we got wrong, and what we might have learned in the process. We then turn our attention to the year to come, h... [read more ** ](https://broadleafpartners.com/economic-updates/broadleaf-partners-2019-investment-playbook) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 2 2019  /  Admin #### Fourth Quarter 2018 Performance and Commentary It’s not much of a secret that the stock market was pummeled during the fourth quarter, with our portfolio declining in a similar fashion. Weakness was generally broad based across almost all sectors of the economy... [read more ** ](https://broadleafpartners.com/economic-updates/fourth-quarter-2018-performance-and-commentary)