Skip to content

Investment Perspectives

Stick the Landing

Defying most expectations, the stock market has moved higher this year, even as inflation remains elevated, and the Fed pursues its most aggressive rate-hiking campaign in four decades. Hope for an economic soft landing has emerged among investors, leading many to anticipate better days ahead.

Read More »
No Longer Banking on Easy Money

A prolonged period of ultra-low interest rates encouraged complacency and risk-taking across financial markets and the broader economy. There had to be payback. Now, as policymakers ramp up rates to combat inflation, some vulnerabilities have risen to the surface, most recently in the banking sector.

Read More »
Slaying the Beast (Again)

Financial markets have remained under significant pressure with many investors glued to each inflation print in an attempt to gauge future Federal Reserve policy moves. The concern: Stubbornly high inflation could prompt further aggressive interest rate hikes, knocking the economy into recession.

Read More »
Shadows And Crosscurrents

After a remarkable market rally in 2020-21 that saw investors largely unfazed by the ongoing pandemic, persistent supply chain disruptions and surging inflation have cast a shadow this year on the economic outlook.

Read More »
Overcoming This Bear

The coronavirus pandemic has dominated the investment landscape the past two years. As the U.S. economy rebounded and corporate profits recovered, stock prices surged while interest rates stayed very low. Entering 2022, the focus shifted to the potential threat of inflation and how Federal Reserve policy could hamper growth. Then came Russia’s unconscionable behavior in Ukraine.

Read More »
Still On the Mend

Autumn’s approach brought a spate of disquieting headlines, prompting investor angst and choppy financial markets.

Read More »

Contact us
for more information,

  • This field is for validation purposes and should be left unchanged.