Posts
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Ecofin Sustainability Matters Podcast Ep. 22
October 12, 2023
Ecofin Sustainability Matters Podcast Ep. 22
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The Monday Mix: Oct. 1 – 6, 2023
October 9, 2023
The Monday Mix: Oct. 1 – 6, 2023
Top-of-mind economic news as we start the week: — The Islamist militant group Hamas attacked Israel, unleashing a war that is affecting global asset pricing, amid fears
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Video: Economic Flash October 2023
October 6, 2023
Video: Economic Flash October 2023
What high bond yields are telling us. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Deceleration Continues
October 5, 2023
Economic Flash: Deceleration Continues
We continue to fine-tune portfolios for higher interest rates and inflation vs. the past decade, as reshoring, U.S. labor strength, and fiscal policy uncertainty are on the ri
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The Monday Mix: Sept. 25 – Oct. 1, 2023
October 2, 2023
The Monday Mix: Sept. 25 – Oct. 1, 2023
Top-of-mind economic news as we start the week: — The U.S. Congress has until November 17 to pass a federal budget or face a government shutdown, after a temporary fundi
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Our Investment Philosophy
September 29, 2023
Our Investment Philosophy
We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growth of capital, often over mu
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The Monday Mix: Sept. 18 – 24, 2023
September 25, 2023
The Monday Mix: Sept. 18 – 24, 2023
Top-of-mind economic news as we start the week: — U.S. housing starts for August sank 11% from July, to the lowest monthly level since June 2020; biggest drop was in new
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How Much Pain Will China’s Slowdown Cause? Investing Pros Weigh In
September 21, 2023
How Much Pain Will China’s Slowdown Cause? Investing Pros Weigh In
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Natural Disasters Are Creating a Home Insurance Nightmare. How Advisors Are Helping Clients Cope
September 21, 2023
Natural Disasters Are Creating a Home Insurance Nightmare. How Advisors Are Helping Clients Cope