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Citi Personal Wealth Management

Market Insights & Financial Guidance

Stay on top of the changing financial landscape with market perspectives and financial guidance.

Featured Articles

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webcast

2021 Mid-Year Outlook on U.S. Markets

June 17, 2021

Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank.

Register Now on 2021 Mid-Year Outlook on <span class="nowrap">U.S. Markets</span> (64:00)

environmental cues like eagle, the earth, trees and leaves

market outlook

Traveling to the Post-COVID World: New Portfolios for a New Economy

June 8, 2021

We are delighted to share with you the Citi Private Bank Mid-Year Outlook 2021, which presents their expectations for the global economy ...

Read More on Traveling to the Post-COVID World: New Portfolios for a New Economy
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monthly market snapshot

Investors Bought In May

May 2021

The old market adage of "Sell in May and Go Away," did not happen. To the contrary, global equities actually rose 1.4% in the month. In the ...

Read More on Investors Bought In May
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family & money

Money and Marriage: Tying the Financial Knot

You and your future spouse are not only romantic partners—you are financial partners, too. As a result, you'll need to address several ...

Read More on Money and Marriage: Tying the Financial Knot
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trust & estate

Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with a shifting political environment in ...

Read More on Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?

global perspectives (gps)

COVID-19 Pandemic Series

September 29, 2020

The COVID-19 global pandemic will have long-lasting and profound effects on the world with structural changes to the global economy, ...

Read More on COVID-19 Pandemic Series
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wharton knowledge

How Insider Trading Hides Behind a Barely Noticed Rule

April 20, 2021

Existing regulations on company executives selling shares of their companies are vulnerable to insider trading abuses and must therefore be ...

Read More on How Insider Trading Hides Behind a Barely Noticed Rule
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environmental cues like eagle, the earth, trees and leaves

webcast

2021 Mid-Year Outlook on U.S. Markets

June 17, 2021

Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank.

Register Now on 2021 Mid-Year Outlook on <span class="nowrap">U.S. Markets</span> (64:00)

environmental cues like eagle, the earth, trees and leaves

market outlook

Traveling to the Post-COVID World: New Portfolios for a New Economy

June 8, 2021

We are delighted to share with you the Citi Private Bank Mid-Year Outlook 2021, which presents their expectations for the global economy and markets for the rest of 2021 and beyond.

Read More on Traveling to the Post-COVID World: New Portfolios for a New Economy

person looking down on their phone

monthly market snapshot

Investors Bought In May

May 2021

The old market adage of "Sell in May and Go Away," did not happen. To the contrary, global equities actually rose 1.4% in the month. In the United States, the Dow Jones rallied 1.9% as cyclical shares rose while the NASDAQ slipped 1.5% as investors trimmed positions.

Read More on Investors Bought In May

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market reaction

Goldilocks Can’t Find the Right Temperature

May 12, 2021

Right now, the bowl seems a bit too hot for investors’ liking. U.S. real gross domestic product (GDP) grew by an annualized rate of 6.4% in the first quarter of 2021, U.S. job openings surged to a record high of 8.1 million jobs in March, and the Consumer Price Index (CPI) ...

Read More on Goldilocks Can’t Find the Right Temperature

Financial Guidance

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Global Perspectives

global perspectives (gps)

COVID-19 Pandemic Series

September 29, 2020

The COVID-19 global pandemic will have long-lasting and profound effects on the world with structural changes to the global economy, markets, industries, and everyday life. To stay ahead of these changes, we share insights from a variety of Citi experts — economists, ...

Read More on COVID-19 Pandemic Series

global perspectives (gps)

Sustainable & Responsible Investing Series

September 2020

As a global bank, Citi believes it is important to take a leading role in contributing to the UN Sustainable Development Goals (SDGs). Citi…

Read More on Sustainable & Responsible Investing Series

global perspectives (gps)

Disruptive Innovation Series

September 2020

What are the latest innovations in products and services that are going to change sectors and companies? Our Disruptive Innovation series takes a look at 10 new items each year that are poised to disrupt, as well as topics around disruption — from how to create cities that are ...

Read More on Disruptive Innovation Series

global perspectives (gps)

Global Supply Chains

June 1, 2020

The pandemic has placed the vulnerability of global supply chains and their extensive reliance on China’s manufacturing sector firmly into the spotlight. Will a focus on essential supply chains further accelerate the relocation of manufacturing out of China?

Read More on Global Supply Chains

Citi Global Perspectives & Solutions (Citi GPS) is designed to help our clients navigate the global economy's most demanding challenges, identify future themes and trends, and help individuals profit in a fast-changing and interconnected world.

Wharton Knowledge

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wharton knowledge

How Insider Trading Hides Behind a Barely Noticed Rule

April 20, 2021

Existing regulations on company executives selling shares of their companies are vulnerable to insider trading abuses and must therefore be tightened, according to a recent Wharton study.

Read More on How Insider Trading Hides Behind a Barely Noticed Rule

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wharton knowledge

How Can Financial Institutions Prepare for AI Risks?

April 13, 2021

Artificial intelligence (AI) technologies hold big promise for the financial services industry, but they also bring risks that must be addressed with the right governance approaches, according to a white paper by a group of academics and executives from the financial services ...

Read More on How Can Financial Institutions Prepare for AI Risks?

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wharton knowledge

Biden’s Infrastructure Plan: Who Are the Winners and Losers?

April 12, 2021

The American Jobs Plan (AJP) proposed by President Biden on March 31 would spend $2.7 trillion and raise $2.1 trillion dollars over the 10-year budget window of 2022–2031, according to the Penn Wharton Budget Model (PWBM), a nonpartisan initiative that analyzes the economic ...

Read More on Biden’s Infrastructure Plan: Who Are the Winners and Losers?

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wharton knowledge

Think Twice Before Paying Off Your Mortgage Early

March 15, 2021

There is no shortage of articles and videos discussing the pros and cons of paying off your mortgage early. Some are quite confident in the view that paying off a mortgage as quickly as possible is unambiguously good. While there are psychological benefits of avoiding debt, the ...

Read More on Think Twice Before Paying Off Your Mortgage Early

Wharton Knowledge is designed to help our clients get financial, professional and thought leadership insights.

See More Content

Use the filters below to see more market commentary, useful webcasts and financial guidance content.

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Video of Shawn Snyder offering his insights on investing in a post-COVID global economy

2021 Outlook - A New Beginning: Investing in a Post-COVID World

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Juan Arana, Head of the Citi International Personal Bank U.S. Investment Lab, offer their insights on investing in a post-COVID global economy.

Video (61:27)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Potential Impact of the Election

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on what the results of the U.S. election mean for financial markets, the economy, and your personal finances.

Video (57:00)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Path to the Presidency Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on the potential policy implications.

Video (68:00)

Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2020 Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, discusses how to invest in this new economic cycle with Steven Wieting, Citi Private Bank’s Chief Investment Strategist and Chief Economist.

Video (59.19)

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The Market Insights commentary should not be considered a recommendation or research report.  Nor should it be considered a solicitation, advice or a recommendation with respect to any investment strategy, asset allocation or particular investment. The Market Insights commentary is not intended to constitute “research,” as that term is defined by applicable regulations.  The views expressed herein are those of the author and do not necessarily reflect the views of Citigroup Global Markets Inc. or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

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