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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

Yields Have More Room to Rise

March 26, 2021

Shawn Snyder joins the Bloomberg “What Goes Up” podcast to discuss what caused yields to cool off and what to expect next.

Listen to Podcast on Yields Have More Room <span class="nowrap">to Rise</span> (35:39)

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monthly market snapshot

Rates March Higher

March 2021

Long-duration interest rates in the U.S. continued to climb higher in March. In the United States, the Dow Jones jumped 6.6% as confidence ...

Read More on Rates March Higher
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market reaction

Market Reaction:
Too Hot to Handle?

March 2, 2021

Rising U.S. Treasury yields took center stage last week, sparking a further rotation into value and cyclical stocks and out of Technology ...

Read More on Market Reaction: <br class="xs-none md-min-block">Too Hot to Handle?
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personal finance

Numbers You Need to Know: 2020 and 2021

Use these key numbers as you ponder crucial goals like saving for retirement and college expenses, amounts to give to charities, and ...

Read More on Numbers You Need to Know: 2020 and 2021
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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

wharton knowledge

When Cash Is Tight, Should You Borrow from Retirement Savings?

April 14, 2020

Attractive as it might seem, tapping retirement savings is fraught with risks that need careful consideration, according to experts at ...

Read More on When Cash Is Tight, Should You Borrow from Retirement Savings?
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pilar columns of treasury building

webcast

Yields Have More Room to Rise

March 26, 2021

Shawn Snyder joins the Bloomberg “What Goes Up” podcast to discuss what caused yields to cool off and what to expect next.

Listen to Podcast on Yields Have More Room <span class="nowrap">to Rise</span> (35:39)

multicolored electronic waves

monthly market snapshot

Rates March Higher

March 2021

Long-duration interest rates in the U.S. continued to climb higher in March. In the United States, the Dow Jones jumped 6.6% as confidence in the economic outlook gained steam.

Read More on Rates March Higher

multicolored electronic waves

monthly market snapshot

February Frenzy

February 2021

Market activity has been frenzied over the past few weeks with heavily shorted stocks being whipsawed and bond yields surging. However, the MSCI All Country World Index still climbed 2.2% in February. In the United States, the S&P 500 gained 2.6% while the Dow Jones jumped 3.2% ...

Read More on February Frenzy

arial view of desert mountain range

market reaction

Market Reaction:
Too Hot to Handle?

March 2, 2021

Rising U.S. Treasury yields took center stage last week, sparking a further rotation into value and cyclical stocks and out of Technology stocks. In the United States, the S&P 500 tumbled 2.5% while the Dow Jones slipped 1.8%. The tech-heavy NASDAQ, which is more sensitive to ...

Read More on Market Reaction: <br class="xs-none md-min-block">Too Hot to Handle?

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

wharton knowledge

Living to 100: How Will We Afford Longer Lives?

May 19, 2020

As more Americans live longer lives, innovative products based on public-private partnerships could help to finance them, according to experts at the 2020 Pension Research Council Symposium.

Read More on Living to 100: How Will We Afford Longer Lives?

wharton knowledge

When Cash Is Tight, Should You Borrow from Retirement Savings?

April 14, 2020

Attractive as it might seem, tapping retirement savings is fraught with risks that need careful consideration, according to experts at Wharton. Those premature withdrawals will not just erode individuals’ retirement nest eggs: Those who lose their jobs after they withdraw from ...

Read More on When Cash Is Tight, Should You Borrow from Retirement Savings?

wharton knowledge

Ten Guidelines for Creating Opportunities in a Time of Crisis

April 14, 2020

The truth is that every crisis, while deeply unsettling, also contains the seeds of opportunity. In this opinion piece, Yoram (Jerry) Wind, emeritus professor of marketing at Wharton, and Nitin Rakesh, CEO of Mphasis, an IT firm headquartered in Bangalore, India, discuss how to ...

Read More on Ten Guidelines for Creating Opportunities in a Time of Crisis

wharton knowledge

What Contributes Most to Consumer Financial Distress?

April 9, 2020

Wharton real estate professor Benjamin Keys spoke with Knowledge@Wharton about research on what it means for policymakers who are trying to address the widening wealth gap in the United States.

Read More on What Contributes Most to Consumer Financial Distress?

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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    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.

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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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