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January 30, 2023 | Investing
Is a recession coming? A question that is top of mind for investors, businesses, and everyone in between. In our Annual Outlook, we shared our view that growth will continue to slow, and a recession is the most likely outcome. If a recession does materialize, we expect downward pressure on …
December 08, 2022 | Investing
There’s no shortage of topics to discuss and break down when it comes to markets and the economy, and today we’re sharing our views on current events that are top of mind. Get answers to: How will the election results impact the market and our investment strategy? What is the labor market …
November 11, 2022 | Investing
Federal Reserve (Fed) Chairman Jerome Powell stepped to the podium at his most recent press conference and delivered a very clear message: The market should expect rates to remain higher for longer. This sent markets lower and led to an aggressive repricing higher of the Fed’s terminal rate. …
October 20, 2022 | Investing
The US dollar has picked up momentum throughout the year and is currently the strongest it has been in decades. When the dollar gets stronger other currencies grow weaker, and right now it is leading the pact against the euro, British pound, and Japanese yen. While a ‘strong’ US dollar sounds …
September 28, 2022 | Investing
In investing, there’s no limit to how high a stock can go. Worst case, a stock can go off the board (i.e., to zero), and you’ll lose what you put in. But best case, a stock can go up 2x, 5x, 10x or more, delivering massive gains to the long-term investor. This wide range of outcomes is the …
September 13, 2022 | Investing
Although credits spreads have widened across bond markets in 2022, they are still relatively compressed per historical standards Swaps are a derivative tool primarily relevant to institutional investors, but they can provide useful insights for all investors Swap spreads are rapidly …
September 13, 2022 | Investing
Russia has taken the next step, escalating its conflict with Europe by indefinitely shutting off gas supplies to Europe. Citing economic sanctions imposed by the West, Russia has closed the taps to its Nord Stream 1 pipeline, throwing Europe into its biggest energy crisis in decades. We are …
August 25, 2022 | Investing
No one likes to be whipsawed, and this year has left investors riding on quite the rollercoaster. If 2021 was the lift up to the first drop, well that hill peaked in January, and we’ve all been going through loops ever since. But whereas theme park rides are meant to be fun—for the most part— …
August 10, 2022 | Investing
Key takeaways: Given our outlook that the chance of a recession occurring has increased, we are making appropriate asset allocation adjustments to include more defensive positions Real estate is an area that, when managed correctly, can be positioned to provide a degree of downside risk …
July 28, 2022 | Investing
Today, we are sharing a couple trends in the consumer goods sector that we think present attractive investment opportunities. As an active manager, we are constantly evaluating companies and industries that could make a good fit for one of three investment strategies. But first, how do we …
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