Posts
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Video: Economic Flash July 2024
Video: Economic Flash July 2024
The economic indicator that is just as important as inflation going into the 2nd half of 2024. By David Baker, Senior Director, Investment Strategy an...
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Economic Flash: A Tale of Two Economies
Economic Flash: A Tale of Two Economies
U.S. consumer spending is being driven by the top 10% of earners, as lower-income households fall behind on credit card and auto payments.
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Active vs. Index Investing: Why We Do Both
Active vs. Index Investing: Why We Do Both
PART I: The Active/Passive Investment Debate One of the more contentious issues in the investment world is the debate about active versus passive mana...
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Video: Economic Flash June 2024
Video: Economic Flash June 2024
Why the stickier phase of inflation is not likely to subside in the second half of 2024. By David Baker, Senior Director, Investment Strategy and Comm...
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Economic Flash: Threading the Needle
Economic Flash: Threading the Needle
While higher interest rates continue to challenge private equity investors, they should provide a fertile backdrop for private credit.
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Video: Economic Flash April 2024
Video: Economic Flash April 2024
With U.S. stock markets near record highs, what we are doing to reduce risk. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Beyond Tech: U.S. Stock Rally Broadens
Economic Flash: Beyond Tech: U.S. Stock Rally Broadens
Assets that appear most attractive to us on a risk-adjusted basis are those that help diversify equity risk.
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Money Market Funds: What’s the Diff?
Money Market Funds: What’s the Diff?
The yields on many money market funds are now at 5% or higher (pre-tax), making them a more attractive place to park cash than they have been for seve...
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Portfolio Rebalancing at Market Highs
Portfolio Rebalancing at Market Highs
After a year of climbing stock prices, your portfolio might be a bit too heavy on equities. How do you rebalance at a time when bonds are also pricey...
