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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

Weekly Market Update  —  November 22, 2021
November 22, 2021

Infrastructure Month

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monthly market snapshot

A Rocking October

October 2021

Global equity markets powered forward in October – logging their best gains since November 2020 with the MSCI All Country World index ...

Read More on A Rocking October
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investing

Introduction to Sustainable Investing

Sustainability is increasingly a key consideration for investors. Sustainable investments has the potential to deliver risk adjusted ...

Read More on Introduction to <span class="nowrap">Sustainable Investing</span>

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November 19, 2021

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market reaction

The Fed Decides to Taper

November 3, 2021

As widely expected, the Federal Reserve decided to taper its monthly bond purchases by $15 billion each month ($10 billion in Treasuries ...

Read More on The Fed Decides to Taper
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media & press

Growth earnings expected to overtake value earnings by mid-next year

October 20, 2021

Shawn Snyder, Citi U.S. Wealth Management Head of Investment Strategy, joins Yahoo Finance Live to discuss the outlook on inflation, ...

Watch Video on Growth earnings expected to overtake value earnings by <span class="nowrap">mid-next year</span>
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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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trust & estate

Charitable Giving Can Benefit Tax and Estate Planning

Giving to charity can be as simple as writing a check or donating old clothes and furniture. But as you give, you might also be looking to ...

Read More on Charitable Giving Can Benefit Tax and <span class="nowrap">Estate Planning</span>
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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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Mutual Fund Basics

Mutual funds are a popular way to invest in securities. Because mutual funds can offer diversification and professional management, they ...

Read More on Mutual Fund Basics
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Wharton Knowledge

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wharton knowledge

The Fed, Inflation and Interest Rates: What’s Ahead?

September 28, 2021

Federal Reserve Chairman Jerome Powell sent “three significant messages” on the U.S. economic outlook in his address last month in Jackson Hole, Wyoming, according to Christina Parajon Skinner, Wharton professor of legal studies in business ethics.

Read More on The Fed, Inflation and Interest Rates: What’s Ahead?

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wharton knowledge

Innovate or Perish: What Businesses Should Learn from the Pandemic

September 28, 2021

The company responded to the upheaval that struck so many businesses last year by rapidly expanding its digital payment app to sign up millions of users. App customers contributed 50% of Starbucks’ U.S. sales ...

Read More on Innovate or Perish: What Businesses Should Learn from the Pandemic

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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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Video of live webcast where panelists offer their insights on president biden's infrastructure and build back better acts and how it impacts you

How Will President Biden's Infrastructure and Build Back Better Acts Financially Impact You?

Our panelists offered their insights:

  • Adam Minehardt, Director of Federal Government Affairs, Citigroup
  • Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management
  • Gil Hess, Senior Vice President, Divisional Advanced Wealth Planning Strategist, Citi Personal Wealth Management

Topics discussed include:

  • How might the spending be implemented and impact economic growth?
  • Should investors be worried about inflation?
  • What asset classes might benefit?
  • How will potential tax changes affect planning and investing?
  • Should any actions be taken before year-end with someone's portfolio and estate?

Video (67:42)

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

Mid-Year Outlook 2021 Webcast

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

Video (64:00)

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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    Collaborate with your dedicated team to create a personalized financial plan around your life’s “what ifs” using Citi Wealth Advisor, Citi Personal Wealth Management’s digital financial planning solution.

    Learn More on Personalized Financial Guidance

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Important Information

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.

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written or filmed. The relevance of such topics may change at future dates.

Investments are subject to market fluctuation, investment risk, and possible loss of principal.

Diversification and asset allocation do not protect against loss or guarantee a profit. Past performance is no guarantee of future results.

Please consult your Financial Advisor before making any investment decisions.

Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

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