Carl Ludwigson | Source | Director of Manager Research at Bel Air Investment Advisors
Carl Ludwigson
Carl is a Managing Director responsible for portfolio construction and client service for high-net-worth families, foundations and endowments. He joined Bel Air in 2012 and has served as Investment Committee Chairman since 2014. Carl spent a decade sourcing investment solutions for the Bel Air platform across all asset classes including equities, credit and alternatives. He is dedicated to creating bespoke portfolios for clients taking into account investment objectives, risk management and estate planning.
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I think the known/unknown that the market has not focused on yet is what the Fed does with their balance sheet after tapering asset purchases to zero in 2022. It is unclear if the Fed will maintain its balance sheet or allow it to roll off as bonds mature.
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Is the U.S. in a Recession? Watch for These Warning Signs
These red flags indicate an economic slowdown is ahead. Here's what to watch.
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2-, 10-year Treasury yields post biggest four-session drops in two years as curve inverts on U.S. growth fears
The two- and 10-year Treasury yields fell for a fourth straight trading day on Tuesday, posting their biggest declines over such a time frame since March 2020.
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Stocks Sink on Earnings, Growth Fears; Bonds Gain: Markets Wrap
US stocks posted the biggest daily drop in almost two years as investors assess the impact of higher prices on earnings and prospects for monetary policy tightening on economic growth. The dollar and Treasuries gained amid a pickup in haven bids.
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Bel Air Investment Advisors (https://https://www.belair-llc.com)
Director of Manager Research