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Markets & Economy » Protecting You from Yourself
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 …
Library » From the Desk of our Fixed Income Director
September 22, 2022 | Investing
Marc Bushallow, CFA Managing Director, Fixed Income In his capacity as Managing Director of Fixed Income, Marc and his team manage the implementation of our Fixed Income processes and frameworks for both multi-asset and fixed income specific strategies. In addition, Marc is a member of …
Markets & Economy » Cracks in the Credit Markets
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 …
Markets & Economy » Europe’s Energy Crisis
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 …
Library » Webinar for Financial Professionals: International Small Cap Investing
September 09, 2022 | Investing
Globally, the challenges facing investors and the economy are mounting – inflation, rising interest rates, the Russia/Ukraine war, supply chain issues with China, and the increasing prospects of a recession. While the first half of the year has delivered bad news and volatility, …
Library » September Perspective
September 01, 2022 | Investing
The Power of Powell Federal Reserve Chairman Jerome Powell and the inclinations of the central bank remained the key debate last month as they attempt to lead the economy through a year of policy tightening to combat high inflation. With the next Fed meeting now only a few weeks away, investors …
Markets & Economy » Surviving Market Ups and Downs
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— …
Library » What’s in the Inflation Reduction Act?
August 22, 2022 | Investing
President Biden recently signed the Inflation Reduction Act (IRA) into law. The primary purpose of the bill is to combat climate change, the increasing costs of prescription drugs and health insurance, and provides additional funding for the IRS. The saying “after all is said and done, more …
Markets & Economy » Positioning for a Downturn within Real Estate
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 …
Library » August Perspective
August 01, 2022 | Investing
A Balancing Act Where are we after a month with another Fed decision, updated economic and inflation reports, and a big earnings season? The highlights are: June’s Consumer Price Index inflation report was much higher than expected, at 9.1% The Federal Reserve raised rates 0.75%, the second …