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Economic Updates

Economic Updates

Economic Updates
 /  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
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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Institutional
Investment
Management
 /  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
Economic Updates Wealth
Management
 /  Admin

Waterboarded, Mr. Market Style

The markets this quarter haven’t been much fun. read more
Economic Updates Institutional
Investment
Management
 /  Admin

Third Quarter 2018 Commentary and Review

The Broadleaf Growth Equity Portfolio enjoyed absolute gains in the third quarter, rising 7.2% and bringing year to date results to 23%, net of fees. Performance gains continued to come from the technology and cons... read more
Economic Updates Institutional
Investment
Management
 /  Admin

Second Quarter 2018 Performance Commentary and Review

The Broadleaf Growth Equity Portfolio enjoyed another strong quarter, gaining 8.5% net of fees, compared to 3.4% for the S&P 500. Performance has continued to be dominated by results from the technology sector as w... read more