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April 30, 2023 – Market Insights

After we made it through a month of volatility in March, April delivered much calmer results overall and a slight glimpse of positivity. This month’s Market Insights report from our partners at Fiducient Advisors shows modest gains in a few areas. But largely, things ended where they started. Here’s what else you can expect in the report: 

  • Minimal changes across the fixed-income, equity and real-asset classes, including rangebound U.S bond rates.
  • A steady U.S. Treasury yield curve as rates ended the quarter essentially where they started. 
  • Calmer fixed-income markets for April following a volatile March. Credit spreads ended the period slightly lower. 
  • An update to equity performance, including mostly positive returns in U.S. equities.
  • The latest status of the real-asset and REIT markets, considering a weak global economic outlook and tight credit conditions. 

Download your copy of the Market Insights report here.

Investment Advisory Services offered through Private Wealth Asset Management, 411 6th Avenue SE, Suite 360, Cedar Rapids, IA 52401. 888-611-7926. This report is being provided for informational purposes only and should not be used as the sole basis for financial decisions, nor be construed as investment advice designed to meet the particular needs of an individual’s situation. Contact your investment advisor to discuss your specific goals and objectives.

This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice. It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied. Please note that PW or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced.

Investing involves risk, including loss of investment principal. Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss.

PW and Fiducient Advisors are independent entities. There is no form of partnership or legal affiliation between PW and Fiducient Advisors nor is such a relationship created or implied by the information herein.

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