Sweeping tariff reforms and a shift in U.S. trade policy are reshaping the global economic landscape. In this special update, we examine the strategic implications of these changes—how they impact inflation, interest rates, debt refinancing, and market positioning—and what it means for investors seeking clarity in uncertain times.
As we progress into early 2025, the global economic environment continues to evolve, shaped by factors like ongoing inflation, changing monetary policies, geopolitical tensions, fluctuations in energy markets, and, perhaps most notably, the impact of the President's economic policies. Read more for an updated summary of our views on these developments and their potential effects on our investment portfolios.
Join us for an exclusive webinar hosted by Scott Van Den Berg, President of Century Management Financial Advisors, with special guest Christopher Holtby, Co-Founder of Wealth Trust Advisors Trust Company. Christopher is a trust expert.
Arnold Van Den Berg was recently quoted in Barrons’s on the topic of gold. Read the full article here.
Navigating retirement can be challenging, but with the right strategies, you can better secure a stable financial future. Scott examines critical risks—liquidity, longevity, lifestyle, and sequence of returns—that can impact your retirement plans. Learn how to tackle these risks head-on and help to ensure a smooth journey towards financial security.
In this article, our Chief Investment Officer, Jim Brilliant, CFA, discusses why we believe energy constraints and high interest rates on rising US debt levels will be contributing factors to sticky and possibly higher inflation in the short to medium term. He highlights why the transition from fossil fuels to renewable energy and the investments needed to electrify everything from artificial intelligence (AI) and data centers to semi-conduction plants and electric vehicles, are adding to inflationary pressures. Last, Jim provides an update on the CM investment strategy