Perspectives & News
Insights You Can Trust from Mill Creek Capital Advisors
We are pleased to present our Q4 2024 Outlook: Deficits, Debt, and Inflation. In the lead article, Chief Investment Officer Michael Crook provides an in-depth analysis of the unsustainable U.S. fiscal trajectory, emphasizing escalating debt, widening deficits, and the growing burden of entitlement liabilities (page 1). This is followed by a detailed overview of our tactical perspectives (page 5) and a comprehensive review of fourth-quarter market developments (page 6). To conclude, we feature an insightful private credit spotlight from Nora Pickens, Principal of Investment Strategy (page 7).
