Posts
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Video: Economic Flash July 2023
July 6, 2023
Video: Economic Flash July 2023
As bank lending tightens, where we’re seeing opportunities in the credit markets. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Too Far, Too Fast for 2023 Rebound?
July 6, 2023
Economic Flash: Too Far, Too Fast for 2023 Rebound?
The probability of recession remains elevated, with more interest rate increases expected and signs of economic deterioration finally starting to take hold.
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Video: Economic Flash June 2023
June 6, 2023
Video: Economic Flash June 2023
The biggest threat to the U.S. economy as jobs continue to be plentiful and inflation seems to have peaked. By David Baker, Senior Director, Investment Strategy and Communicat
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Economic Flash: Handful of Tech Stocks Driving Market Rebound
June 5, 2023
Economic Flash: Handful of Tech Stocks Driving Market Rebound
The S&P 500 has rebounded thanks to big tech, but that’s not saying much for the underlying strength of the market, which requires broader participation amid great uncertain
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Video: Economic Flash May 2023
May 3, 2023
Video: Economic Flash May 2023
Another U.S. bank failure and the possibility of a federal debt default mean risk-off environment and volatility are likely to continue. By David Baker, Senior Director, Inves
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Economic Flash: Evidence of Deceleration
May 3, 2023
Economic Flash: Evidence of Deceleration
Foreign developed markets continued to outpace the U.S. boosted by a weaker dollar, supporting our strategy of maintaining diversified portfolios during what is likely to be a
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Video: Economic Flash April 2023
April 6, 2023
Video: Economic Flash April 2023
What drove the market higher and why that may not last. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Signs of Fragility
April 4, 2023
Economic Flash: Signs of Fragility
It is way too early, we think, to take the market rebound as a sign that all is well. We are likely in the midst of a market regime change for a variety of reasons, the ramifi
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Video: Economic Flash March 2023
March 2, 2023
Video: Economic Flash March 2023
Why some inflation and even a recession are not necessarily terrible for long-term investors. By David Baker, Senior Director, Investment Strategy and Communications.
