ULI Colorado’s Post

Jeff and I recently released our latest monthly market update video, For What It's Worth. This month, we did a deep dive into national debt. Here are a few takeaways: 💰 Debt doesn't have to be a problem if managed properly and used productively in an economy. 📊 The level and pace of debt growth, as well as the impact on economic growth, are important considerations. 📈 Higher debt levels can reduce economic opportunities and strain the growth of the economy and investments. ⏳ Closing the gap on taxes due and collected is crucial for addressing the debt issue. 🏠 Investors should be cautious with fixed income investments, but should consider international investments and/or real assets like real estate and infrastructure. Message me for the full version of this month's market update! ⬇ #thehedleyhoegergroup #forwhatitsworthmarketupdate #baird #bairdprivatewealthmanagement #privatewealthmanagement Jeffrey Hedley

Subscribe now | Government debt levels have grown in most parts of the world since the 2008 Global Financial Crisis, and even more so after the COVID-19 pandemic. In this month's Pulse report, we unpack the debt-to-GDP ratios on advanced economies and what it could signify for your investment strategy. Our latest Pulse Report is in your inbox. Be the first to receive the report directly to your inbox by subscribing through the link below. Subscribe now: https://ow.ly/uINA50RA3bL #NedgroupInvestments #InvestmentInsights #InvestmentStrategies #GovernmentDebt #EconomicAnalysis #MarketInsights #PulseReport

Political uncertainty, runaway debt, slowing economies around the world, all-time highs for risk assets. Are you invested in a strategy that could result in 5 or more years with negative annual returns? Can you stomach drawdown? This is likely a good time to allocate to a proven approach to deliver enhanced returns while mitigating drawdown, especially during times of market stress.

𝐖𝐡𝐚𝐫𝐭𝐨𝐧 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐨𝐫 𝐖𝐚𝐫𝐧𝐬: 𝐔𝐒 𝐃𝐞𝐛𝐭 𝐌𝐚𝐲 𝐒𝐮𝐫𝐠𝐞 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞𝐬 𝐀𝐛𝐨𝐯𝐞 𝟕% 𝐛𝐲 𝟐𝟎𝟐𝟓 Joao Gomes, Wharton finance professor, predicts the US's $34 trillion debt could spike interest rates past 7% by 2025, posing a dire threat to the economy. Gomes stresses immediate action to prevent a crisis, echoing concerns by industry leaders. High rates could devastate the real estate market, demanding a delicate balance of policy from the next administration to avoid a debt-triggered economic downturn. #USEconomy #DebtCrisis #InterestRates #RealEstateImpact Source: https://lnkd.in/eeQcv9qQ

EM local debt has historically offered higher yields than the comparable U.S. risk-free rate, and recently has begun to exhibit more stability as well—presenting a compelling case for investors. Ricardo Adrogue shares his views: https://ow.ly/MO1u50Uq4Jj

Check out a snippet from our latest Monthly Market Update video, For What It's Worth! Shout out to my partner, Ben Hoeger, CFP®, for his invaluable insight. Here are some key takeaways from this month's video: 💸 Debt doesn't have to be a problem if managed properly and used productively in an economy. 📊 The level and pace of debt growth, as well as the impact on economic growth, are important considerations. 📈 Higher debt levels can reduce economic opportunities and strain the growth of the economy and investments. ⏳ Closing the gap on taxes due and collected is crucial for addressing the debt issue. 🏠 Investors should be cautious with fixed income investments, but should consider international investments and/or real assets like real estate and infrastructure. Message me below for the full version of this month's For What It's Worth! ⬇️ #thehedleyhoegergroup #forwhatitsworthmarketupdate #baird #bairdprivatewealthmanagement #privatewealthmanagement

Will Elevated Debt Threaten the Economy? In his latest video, John T Chang takes a deep dive into record debt levels and the evolving behaviors of consumers. Are these shifts signaling economic turbulence ahead? Discover how these trends could impact commercial real estate as John examines what lies beneath the surface. Watch the full video: https://lnkd.in/grPXpWty #cre #economicoutlook #commercialrealestate

After a challenging year for the private debt market, there have been some causes for optimism in 2024, with some positive statistics around deal activity and increasing competition in the sector. Read this and more business stories in today's paper, or subscribe here: https://lnkd.in/eXWWDAYs

𝗧𝗵𝗲 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗗𝗲𝗯𝘁: 𝗔 𝗟𝗼𝗼𝗺𝗶𝗻𝗴 𝗧𝗵𝗿𝗲𝗮𝘁 𝘁𝗼 𝗢𝘂𝗿 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗙𝘂𝘁𝘂𝗿𝗲 Did you know that as of today, the national debt stands at a staggering $34.44 trillion? This figure is more than just a number; it's a ticking time bomb with far-reaching implications for our economy and society. Our country's high and rising debt isn't just a concern for policymakers; it affects every citizen. It devalues our currency, erodes our purchasing power, and threatens the stability of our financial system. In times like these, traditional investment strategies may not be enough to weather the storm. With unprecedented market conditions and economic uncertainty, we must rethink how we approach investing. So, what will you do? How will you navigate these uncertain waters and protect your financial future? It's time to think outside the box and explore new strategies for managing risk and preserving wealth. Are you ready to adapt and thrive in this ever-changing landscape? #FinancialFuture #NationalDebt #InvestingInsights #BeyondWallStreet

The article presents a compelling argument on how growth through innovation can stabilize debt, challenging traditional fiscal-monetary views. While it broadens fiscal policy options, it downplays risks of technological growth not always matching economic needs. Balancing growth with inflation control remains complex, and real-world dynamics may not fully align with the model’s optimism. #growth #stability #inflation