Markets & Economy

3 Stock Themes We Like

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 …

Looking Over the Inflation Peak

July 14, 2022 | Investing

Update 7/14/2022 This week’s 9.1% headline Consumer Price Index (CPI) inflation reading was certainly a shock to many market observers. There is no doubt that inflation has proved more resilient than most Wall Street expectations from a year plus ago as the stickier components of inflation (i.e., …

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Investing

We’re in a Bear Market, Now What?

June 15, 2022 | Investing

Key Takeaways: On Monday (June 13), the US stock market fell again, closing over 20% below its all-time high that is commonly used to define a bear market Better starting yields and diversification benefits, especially in recessions, are key reasons to own bonds for the short- and long- …

FAQ: Fixed Income & Volatility

May 26, 2022 | Investing

The past few weeks, months, and even years have been chaotic to say the least. We’ve invested through a global pandemic, supply chain backlogs, and war – it seems like investors can’t catch a break, especially with the recent selloff. The latest hurdle is in navigating seven straight weeks of …

Oil: Why We Sold

April 21, 2022 | Investing

Key Takeaways: Oil prices are sensitive to supply and demand imbalances, which were originally disrupted by the COVID-induced demand collapse War and sanctions are now causing a non-fundamentally driven spike in oil prices Following our Hurdle Rate strategy, we made the recent decision to …


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