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Economic and Market Outlook

  • February 2015: Economic and Market Overview - Q4 2014 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • January 2015: Economic Forecast - Ready for Lift-Off Highlights (pdf)
    KC Mathews and Eric Kelley provide their perspective on the current economic landscape and what that could mean for the year ahead.
     
  • December 2014: Fourth Quarter Economic Update (video)
    During this roundtable discussion, the UMB Investment Management team provides our 4th Quarter Economic Outlook briefing and takes a look at the current financial market.
     
  • December 2014: InSight - Winter Edition (pdf)
    UMB's quarterly private wealth management newsletter, Insight, has been designed and customized with our client's specific needs in mind. The winter edition shares how holiday spending looks positive as consumers are more confident than recent years past. This issue also discusses important IRA changes worth noting for 2015 tax planning purposes, as well as insights on today's low interest rates and what that means for the future.
     
  • October 2014: Economic and Market Overview - Q3 2014 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • October 2014: Third Quarter Economic Update (video)
    During this roundtable discussion, the UMB Investment Management team provides our 3rd Quarter Economic Outlook briefing and takes a look at the current financial market.
     
  • October 2014: Market Volatility (pdf)
    In response to the recent market volatility, UMB Chief Investment Officer KC Mathews shares a short essay outlining his thoughts on the drivers behind the instability, potential risks for continued volatility and reasons the U.S. appears to remain in good position.
     
  • September 2014: InSight - Fall Edition (pdf)
    UMB's quarterly private wealth management newsletter, Insight, has been designed and customized with our client's specific needs in mind. The fall edition addresses new ways to look at fine art and objects acquired over the years, and also discusses unintended consequences of a low interest rate environment and how to proactively manage through these types of market cycles.
     
  • August 2014: Economic and Market Overview - Q2 2014 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • July 2014: Second Quarter Economic Update (video)
    During this roundtable discussion, the UMB Investment Management team provides an Intermission – Updated Forecast and takes a look at the current financial market.
     
  • June 2014: InSight - Summer Edition (pdf)
    UMB's quarterly private wealth management newsletter, Insight, has been designed and customized with our client's specific needs in mind. The summer edition discusses how to temper emotions during stock market corrections and gives an action plan for liquidity events and tips for funding education goals.
     
  • May 2014: Economic and Market Overview - Q1 2014 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • April 2014: First Quarter Economic Update (audio recording)
    During this roundtable discussion, UMB Chief Investment Officer KC Mathews discusses key economic information and the current financial market.
     
  • February 2014: Economic and Market Overview – Q4 2013 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • November 2013: Economic and Market Overview – Q3 2013 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • November 2013: Insight - Fall Edition (pdf)
    UMB's private wealth management newsletter, Insight, has been designed and customized with our client's specific needs in mind. The fall edition includes an update on the Federal Reserve's Exit Plan, information about wealth transfer and tips to prevent identity theft.
     
  • September 19, 2013: Federal Reserve Exit Plan (audio recording)
    During this roundtable discussion, UMB Chief Investment Officer KC Mathews discusses the Federal Reserve exit plan and the impact it has on the financial markets.
     
  • August 2013: Economic and Market Overview - Q2 2013 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • August 7, 2013: Fixed Income Investing (audio recording)
    During this roundtable discussion, UMB Chief Investment Officer KC Mathews discusses key economic information and the current environment in the fixed income market.
     
  • June 2013: InSight - Summer Edition (pdf)
    UMB's quarterly private wealth management newsletter, Insight, has been designed and customized with our client's specific needs in mind. The summer edition includes an in-depth look into the full employment picture as well as significant changes in 2013 tax provisions and how to adjust for those through strategic planning. This issue also features a special message from UMB President and Chief Operating Officer Peter deSilva regarding our company's next 100 years of business.
     
  • June 2013: Employment Picture: A Picasso or a Rembrandt? (pdf)
    KC Mathews, executive vice president and chief investment officer of UMB, examines recent unemployment numbers. Like a Picasso at the Metropolitan Museum of Art, the unemployment picture is not always easy to interpret.
     
  • May 2013: The Federal Reserve: How The Play Ends (pdf)
    Eric Kelley, director of fixed income, discusses the unprecedented expansion of the Federal Reserve’s balance sheet that has occurred via quantitative easing (QE) over the last few years and the widespread concern over the challenges associated with “normalizing” the Fed’s investment holdings.
     
  • May 2013: Economic and Market Overview – Q1 2013 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • Spring 2013: Focus on the Fundamentals (pdf)
    KC Mathews, executive vice president and chief investment officer of UMB, shares why it is important in today’s market, to remain focused on what really matters.
     
  • March 13, 2013: The Sequester (audio recording)
    The sequester continues to be an important economic topic. During this roundtable discussion, UMB Chief Investment Officer KC Mathews discusses the impact of the sequester on federal spending, the economy and the markets. 
     
  • February 2013: Economic and Market Overview - Q4 2012 (pdf)
    UMB's quarterly economic forecast is a valuable resource and provides insight into the current economic landscape and market environment.
     
  • February 7, 2013: KC Mathews Offers Economic Forecast for 2013 (video)
    KC Mathews, executive vice president and chief investment officer of UMB, discusses his economic forecast for 2013 in a three-part video series with ColoradoBiz Magazine.
     
  • January 24, 2013: Current Economic Environment (audio recording)
    KC Mathews discusses the current economic environment as well as his forecast for the upcoming year as it relates to the debt ceiling, job growth and other economic indicators. Listen to the update on KMOX Radio's Total Information AM.
     
  • January 11, 2013: Fiscal Cliff Round Two (audio recording)
    The Fiscal Cliff continues to be an important economic topic. During this roundtable discussion, UMB Chief Investment Officer, KC Mathews discusses three major topics: Congress’s recent solution to the fiscal cliff, what remains to be addressed by March, and the potential impact this may have on the financial markets. Listen now (.mp3)
     
  • December 5, 2012:  U.S. Economy - Fiscal Cliff or Policy Basin (audio recording)
    Recent headlines continue to highlight the fiscal cliff and its potential impact to our economy. Is it a fiscal cliff or a policy basin, and when will we know? This UMB audio event is a pre-recorded roundtable discussion hosted by KC Mathews, EVP & Chief Investment Officer at UMB.  Listen now (.mp3)
     
  • November 2012: Insight- Fall Edition (pdf)
    UMB's quarterly newsletter, Insight, has been designed and customized with our client's specific needs in mind. In the Fall Edition, KC Mathews provides perspective on items affecting the “policy basin” and what that means for investing, while UMB Chairman and CEO Mariner Kemper shares his thoughts on the need to emerge from the crippling financial crisis mentality in order to move America forward. Also, as gifting continues to be a topic of interest for many of you, we address some key considerations for planned giving intentions.
     
  • August 1, 2012: Insight (pdf)
    UMB's new quarterly newsletter, Insight, has been designed and customized with our client's specific needs in mind. In this first issue, you will find timely articles that provide an insider's look at key issues, latest information on the looming Bush tax cuts and tips on how to reduce your personal fraud risk.
     
  • May 1, 2012: Hope Springs Eternal (pdf)
    Will the market reach a new high in 2012? UMB Chief Investment Officer, KC Mathews, shares insight about the current economic environment and how employment and housing data may indicate what lies ahead.