--- title: Economic Updates | Institutional Investment Management description: Institutional Investment Management | 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 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 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 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 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) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Oct 4 2018  /  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 ** ](https://broadleafpartners.com/economic-updates/third-quarter-2018-commentary-and-review-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jul 3 2018  /  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 ** ](https://broadleafpartners.com/economic-updates/second-quarter-performance-commentary-and-review) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Apr 3 2018  /  Admin #### First Quarter 2018 Commentary and Review The Broadleaf Growth Equity Portfolio continued a recent run of strong relative results, even in the down and volatile market experienced during the first quarter. Short, intermediate and long term, our results are... [read more ** ](https://broadleafpartners.com/economic-updates/first-quarter-2018-commentary-and-review-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 3 2018  /  Admin #### Fourth Quarter 2017 Commentary and Review Growth stocks enjoyed strong results in the fourth quarter, bringing full year 2017 returns on a net of fees basis to 36% for the Broadleaf Growth Equity Portfolio. After lagging the major indices considerably last... [read more ** ](https://broadleafpartners.com/economic-updates/fourth-quarter-2017-commentary-and-review-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jul 5 2017  /  Admin #### Second Quarter 2017 Performance Commentary Growth stocks continued their strong first quarter run during the second quarter, bringing the year to date net of fees results to 16.6% for the Broadleaf Growth Equity Portfolio. This year is a perfect example of ... [read more ** ](https://broadleafpartners.com/economic-updates/second-quarter-2017-performance-commentary) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Apr 4 2017  /  Admin #### First Quarter 2017 Commentary and Review Unlike last year which was one of the worst starts for the market in recent memory, 2017 has started out on a strong note. The Broadleaf Growth Equity portfolio gained nice ground on the indices during the first qu... [read more ** ](https://broadleafpartners.com/economic-updates/first-quarter-2017-commentary-and-review-2) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Jan 4 2017  /  Admin #### Fourth Quarter 2016 Commentary and Performance There is no sugar coating the obvious. In a complete reversal of our strong absolute and relative results from 2015, this year was an outright disappointment for the Broadleaf Growth Equity Portfolio and many other... [read more ** ](https://broadleafpartners.com/economic-updates/fourth-quarter-2016-commentary-and-performance) ![](https://broadleafpartners.com/hubfs/broadleaf_blog-card-default.jpg) Economic Updates Institutional Investment Management Oct 4 2016  /  Admin #### Third Quarter 2016 Commentary and Performance We enjoyed a nice third quarter rebound following the second quarter, Brexit-induced swoon. The market’s returns were relatively narrow; technology as a whole did very well and select positions within the health ca... [read more ** ](https://broadleafpartners.com/economic-updates/third-quarter-2016-commentary-and-performance)