Investment Management 2014 Economic Outlook
January 31, 2014
On January 21, 2014, Warren Olsen, First Western Trust’s Chief Investment Officer, hosted a luncheon to discuss the investment management team’s outlook on the economy for 2014. In his presentation, Warren shared a quick review of the highlights from 2013 before discussing his insights into the economies of Europe, China, Japan, and the United States as well as the emerging markets. Ultimately, Warren discussed the overall position of First Western Trust as we look forward to 2014.
Below, please find a few video clips of the presentation.
In China, the recent changes to the government are a big point of interest for our investment management team.
Here, Warren discusses the developing markets of Brazil and India, pointing out some concerns for these emerging economies.
In this video, Warren shares some of the key factors in short-term investing.
Shifting towards the United States economy, we discuss the ability that the Federal Reserve has to taper in the coming years.
Although there is room to taper, Warren shares his insights into how unemployment may factor into their decisions
Finally, Warren provides information into how First Western Trust will be approaching investment management in 2014.
For the full recording of the presentation, click below.