Sep 18th

Whittier Trust Presents: Our Investment and Economic Outlook

A considerable amount of market uncertainty has dissipated in recent weeks along the lines of our projected investment theses. Disinflation has unfolded at a faster pace than many had expected. At the same time, economic growth has also exceeded expectations. The odds of a recession have receded for many investors, while others believe that the timing of an inevitable recession has simply been pushed back.

In this Actionable Ideas webinar with Sandip Bhagat, Whittier Trust’s Chief Investment Officer, we examined the economic and market backdrop to pose and answer the following questions.

  • Despite some big early gains, will the last mile of disinflation prove difficult to navigate?
  • Will high interest rates eventually slow down the consumer and cut into corporate profit margins?
  • How significant are the U.S. fiscal problems and are we doomed to higher interest rates for longer as a result?


Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. are state-chartered trust companies, which are wholly owned by Whittier Holdings, Inc., a closely held holding company. All of said companies are referred to herein, individually and collectively, as “Whittier”. The accompanying materials are provided for informational purposes only and are not intended, and should not be construed, as investment, tax or legal advice. Please consult your own investment, legal and/or tax advisors in connection with financial decisions and before engaging in any financial transactions. These materials do not purport to be a complete statement of approaches, which may vary due to individual factors and circumstances. Although the information provided is carefully reviewed, Whittier makes no representations or warranties regarding the information provided and cannot be held responsible for any direct or incidental loss or damage resulting from applying any of the information provided. Past performance is no guarantee of future results and no investment or financial planning strategy can guarantee profit or protection against losses. These materials may not be reproduced or distributed without Whittier’s prior written consent.

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