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Dunham is pleased to offer you the Dunham Quarterly Snapshot for Q4-2023.

In this quarterly snapshot, we cover many key themes that were at play in Q4 – from Black Friday sales and U.S. deficits to surging revolving credit and tightness in the labor market.

The major change now appears that – according to the Fed’s latest expectations – the interest rate hiking cycle is seemingly over. And instead, may begin cutting rates as early as 2024.

This is a significant potential shift in the business cycle and something to monitor.

Watch the latest Q4-2023 Dunham Quarterly Snapshot video below to get all caught up on what matters in less than five minutes:

All these factors – and more - led the Dunham Investment Committee to make meaningful shifts in portfolio allocations for Q1-2024.

You can catch what’s changed on the portfolio side and the reasons behind the choices in the Q1-2024 Dunham Behind-The-Scenes below:

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This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax, or investment advice or an investment recommendation, or as a substitute for legal counsel. Any investment products or services named herein are for illustrative purposes only and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy, or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance.

Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc.