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August 28, 2020 | Market Commentary
Between the pandemic, the market, and everything else happening in the world today, it’s been a busy summer. With so many people taking much needed time off, we know it can be difficult to follow the latest in the markets. We have received a lot of questions lately on the status of the US …
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All AudiencesAugust 12, 2020 | Investment Themes
Summer is synonymous with travel and vacation for so many families and individuals. But the bounty of sectors involved in the travel industry have, like so many others, been slashed by the pandemic’s continued takeover, and the hotel industry is no different. Today we’re taking an in-depth …
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All AudiencesJuly 31, 2020 | Investment Themes
The construction industry hasn’t been immune to the widespread damage caused by the Coronavirus pandemic. Projects have been on hold for months, planned jobs cancelled, and a lot of uncertainty remains when it comes to the future. Fewer projects mean less need for the raw materials involved in …
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All AudiencesJuly 16, 2020 | Market Commentary
The first half of 2020 has been a dizzying ride. Investors were faced with both a massive market selloff and an unrelenting market rally in the same six months, all against the most uncertain market backdrop in a century. During last week’s outlook webinar, we attempted to make sense of all …
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All AudiencesJuly 01, 2020 | Investment Themes
As the economy moved into more difficult conditions in the first half of 2020, we’ve seen a significant shift in natural gas pricing. A persistent oversupply has begun to cause pain for gas producers, leading to cuts in capital expenditure, and a need to lower production. While lower prices …
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All AudiencesJune 17, 2020 | Market Commentary
Like so many technological advancements of the last few years, telehealth and virtual care have been on the rise. In the past, virtual medical care has struggled to take off. It has mostly been utilized by those unable to leave their homes, individuals in rural areas, or those dealing with …
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All AudiencesJune 05, 2020 | Investment Themes
It may feel like we’ve been picking on retail for the past few years, but it hasn’t been without reason. The consumer retail sector has historically been a hotbed of creative destruction, and this time is no different. Even in normal times, buyer ‘wants and needs’ are ever changing. Products …
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All AudiencesMay 21, 2020 | Investment Themes
The current pandemic and quarantine have changed the way consumers shop and make purchases. Across the country, people are stuck at home and still need to get things. They’re realizing, whether they knew it before or not, that they don’t only have to buy things in big box stores. In many …
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All AudiencesMay 07, 2020 | Market Commentary
When market volatility strikes and investors look for safety, they often turn to gold, and today is no different. Gold prices are on a run, reaching their highest level in seven years last month. The potential for negative economic growth is the primary driver of the gains, as well as a …
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All AudiencesApril 21, 2020 | Market Commentary
As markets begin to calm, many investors are starting to wonder what the long-term impact of this crisis will be. While it’s clear the effects will be far reaching, it’s hard to determine what exactly they will be. By viewing this downturn in context, we’ve been able to maintain a long-term …
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