Posts
-
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
-
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.
-
Economic Flash: Opportunity in Difficulty
March 2, 2023
Economic Flash: Opportunity in Difficulty
When fear and risk dominate, it is incumbent upon us as advisors to identify what is being overlooked by investors and use that to drive longer-term portfolio results. New opp
-
Video: Economic Flash February 2023
February 2, 2023
Video: Economic Flash February 2023
Where we’re seeing opportunities after a year of falling prices. By David Baker, Senior Director, Investment Strategy and Communications.
-
Economic Flash: New Year New Cheer
February 2, 2023
Economic Flash: New Year New Cheer
The economy and markets may not be out of the woods yet, but we are looking to take advantage of new opportunities presented by attractive valuations in many asset classes.
-
Video: Economic Flash January 2023
January 6, 2023
Video: Economic Flash January 2023
Why we think it will be a challenging year ahead but with more potential to invest at attractive valuations. By David Baker, Senior Director, Investment Research.
-
Economic Flash: New Market Regime Takes Shape
January 5, 2023
Economic Flash: New Market Regime Takes Shape
Interest rates may remain at current levels or higher for a significant period of time, indicating slower growth in the economy and corporate profits but also providing long-t
-
Video: Economic Flash December 2022
December 6, 2022
Video: Economic Flash December 2022
Why the Federal Reserve is likely to keep raising interest rates into 2023, albeit more slowly. By David Baker, Senior Director, Investment Research.
-
Economic Flash: Mixed Signals Indicate Caution
December 5, 2022
Economic Flash: Mixed Signals Indicate Caution
As 2022 ends, we are mindful of the opportunities this year’s dislocation in financial markets may present in 2023, including in high-yielding corporate credit and the reinv
