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Economic Updates

Economic Updates

Economic Updates
 /  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
Economic Updates
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Wealth
Management
 /  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
Economic Updates Wealth
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Financial
Planning
 /  Broadleaf Partners

What's Next?

The markets have enjoyed a record setting bear market rally of nearly 30% from the intraday lows reached on March 23 rd, nearly a month ago. Bear market rallies, defined as short term, powerful upside moves within ... read more
Economic Updates Financial
Planning
 /  Broadleaf Partners

Bear Market Territory

Wow, what a crazy week it has been. read more
Economic Updates Institutional
Investment
Management
 /  Broadleaf Partners

Correction Territory

I left the office yesterday at 3pm and the market was down one percent. That didn’t feel too bad considering the rapid declines of the past week. But within sixty minutes, the wheels had fallen off the proverbial t... read more
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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