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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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weekly market update

Inflation is Here. Will it Stay for Dinner?

October 18, 2021

Stocks posted solid gains across most regions last week as strong bank earnings and a more stable 10-year U.S. Treasury yield bolstered risk sentiment

Read More on Inflation is Here. Will it Stay <span class="nowrap">for Dinner?</span>

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monthly market snapshot

An Unsurprising September Slump

September 2021

As expected, September was a rough months for stocks as investors digested early signs of monetary policy normalization, higher bond ...

Read More on An Unsurprising <span class="nowrap">September Slump</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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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 ...

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market reaction

The Delta Drop

July 19, 2021

For the past year or so, the winds have largely been blowing in one direction with both U.S. gross domestic product (GDP) and the S&P 500 ...

Read More on The Delta Drop
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media & press

The pressure is on for Powell and the Federal Reserve to manage the exit from ultra-easy policies

August 26, 2021

The Citi Economic Surprise Index, which measures actual data against Wall Street estimates, was at a record high in mid-July. But the index ...

Watch Video on The pressure is on for Powell and the Federal Reserve to manage the exit from ultra-easy policies
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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

Strategies to Deal with Potential Capital Gains Tax Increases

Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.

Read More on Strategies to Deal with Potential Capital Gains <span class="nowrap">Tax Increases</span>
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investing

6 Steps to Building Your Portfolio

Building a portfolio is sort of like building a house. You want a design that you will be happy with and that meets your family’s needs. ...

Read More on 6 Steps to Building <span class="nowrap">Your Portfolio</span>
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investing

Mutual Fund Basics

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

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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?

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

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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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    Personalized Financial Guidance

    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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    Ways to Invest

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    Gain access to Citi Personal Wealth Management’s world-class investment platform, including a breadth of product choices and research from hundreds of analysts globally.

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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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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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