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 …

Markets & Economy » 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., …