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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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Outlook 2022 —
The Expansion Will Endure:
Seeking Sustained Returns

The economic recovery and bull market are maturing, with moderate growth expected ahead.

READ REPORT
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monthly market snapshot

That's a Wrap

December 2021

Global equity markets finished the year 16.8% higher with U.S. stocks leading the way with a 26.9% gain. Emerging market equities were the ...

Read More on That's a Wrap
bear and bull

weekly market update

New Year, New Fed

January 10, 2022

The prospect for tighter central bank monetary policy caused global equities (as measured by the MSCI AC World index) to finished the week ...

Read More on New Year, New Fed
skyscrapers

market reaction

What's Nu? Portfolio Strategies for the Omicron Variant

November 29, 2021

The identification of a new COVID variant ("Omicron") with a large number of spike protein mutations drove world financial markets sharply ...

Read More on What's Nu? Portfolio Strategies for the Omicron Variant

webcast

November 19, 2021

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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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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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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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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

global perspectives (gps)

Global Supply Chains:
The Complicated Road Back to “Normal”.

December 31, 2021

It feels that the pandemic has made changes to just about everything in daily life. Not only have our routines changed, but we have also ...

Read Report (PDF) on Global Supply Chains: <br class="xs-none lg-block-min"> The Complicated Road Back <span class="nowrap">to “Normal”.</span>
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Market Commentary

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Global Perspectives

global perspectives (gps)

Global Supply Chains:
The Complicated Road Back to “Normal”.

December 31, 2021

It feels that the pandemic has made changes to just about everything in daily life. Not only have our routines changed, but we have also been put on a steep learning curve of new concepts.

Read Report (PDF) on Global Supply Chains: <br class="xs-none lg-block-min"> The Complicated Road Back <span class="nowrap">to “Normal”.</span>

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

fed building

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?

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.

articles found

Webcast: The Expansion Will Endure

Webcast: The Expansion Will Endure

In Outlook 2022 we highlight asset classes and regions that may lead the way in 2022 and beyond.

Video (65:23)

Video: The Expansion Will Endure

Video: The Expansion Will Endure

In Outlook 2022 we highlight asset classes and regions that may lead the way in 2022 and beyond.

Video (7:05)

Video: Unstoppable Trends — The Rise of Asia

Video: Unstoppable Trends — The Rise of Asia

We review and highlight the potential opportunities that we see for investors with vision.

Video (5:44)

Video: 5G and Beyond —Connection to the Future

Video: 5G and Beyond —Connection to the Future

We seek investment exposure to this unstoppable trend via 5G-related real estate and beneficiaries.

Video (5:18)

Video: Cyber Security — Safeguarding the Data Revolution

Video: Cyber Security — Safeguarding the Data Revolution

In this environment, ongoing expenditure on cyber security is not discretionary but essential to help mitigate risk.

Video (4:10)

Video: Fintech — Financial Services Trasformed

Video: Fintech — Financial Services Trasformed

Among our favored areas in fintech are payments and developers of solutions that can be sold to traditional providers.

Video (4:46)

Video: Unstoppable Trends — Greening the World

Video: Unstoppable Trends — Greening the World

We see potential opportunities for investors in diverse areas such as food production, cement making and water.

Video (4:48)

Video: Digitization — Reshaping Real Estate

Video: Digitization — Reshaping Real Estate

Increased adoption of e-commerce and remote working are set to endure far beyond the pandemic.

Video (5:01)

Video: Beat the Cash Thief

Video: Beat the Cash Thief

Chief Investment Strategist and Chief Economist Steven Wieting examines how to protect wealth when inflation is high.

Video (5:26)

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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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.

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Please consult your Financial Advisor before making any investment decisions.

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