Posts
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Video: Economic Flash November 2026
Video: Economic Flash November 2026
For portfolios, October and the uncertainty introduced by the midterm elections reinforce the value of owning more than one source of growth.
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Economic Flash: Creating or Capturing Value Post Midterms
Economic Flash: Creating or Capturing Value Post Midterms
Economic resilience and disappointing investment returns can coexist. AI can create substantial economic value without allowing every participant in i...
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Video: Economic Flash October 2026
Video: Economic Flash October 2026
September's first Fed rate hike since 2023 pushed the 10-year Treasury yield past 5% and raised the bar for stocks. We look at what higher rates and a...
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Economic Flash: No Expense to be Spared
Economic Flash: No Expense to be Spared
September's first Fed rate hike since 2023 pushed the 10-year Treasury yield past 5% and raised the bar for stocks. We look at what higher rates and a...
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Fixed Income Back in the Spotlight
Fixed Income Back in the Spotlight
In this paper, Dave Baker examines the forces driving today's bond market volatility, from inflation and interest rates to government borrowing and in...
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Video: Economic Flash September 2026
Video: Economic Flash September 2026
The market story of 2026 is broader participation. Dave Baker discusses inflation, AI-related risks, shifting market leadership and why diversificatio...
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Economic Flash: The Price of Resilience
Economic Flash: The Price of Resilience
Markets rallied through cooling jobs data, sticky inflation, and a fresh Hormuz oil shock in August, proof that resilience, not efficiency, is now the...
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Economic Flash: A Wide Open Race?
Economic Flash: A Wide Open Race?
Diversification is finally having its moment. While the S&P 500 remains strong, 2026 has rewarded investors willing to look beyond large-cap technolog...
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Video: Economic Flash August 2026
Video: Economic Flash August 2026
The market story of 2026 is broader participation. Dave Baker discusses inflation, AI-related risks, shifting market leadership and why diversificatio...
