Turning the page and awaiting the consequences of 2022’s historic tightening cycle Introduction by Jonathan Dane, CFA To say markets were challenged in ’22 is an understatement. The combination of inflation, the Fed’s unwavering constitution to keep raising rates, the war in Ukraine, and uncertainty over the trajectory of the global economy all weighed on […]
Shifting to a slower growth environment, but with plenty of room to run It’s been nearly two years since COVID and economic lockdowns sent ripples through the global economy and supply chain network. Since then the US (and global) economy has not only rebounded, but catapulted into a new economic growth cycle spurred by massive […]
Halfway through 20 economic growth is surging as people return to work, COVID cases plummet, and robust consumer demand across goods and services spurs growth. But with growth come concerns […]
Our 2021 market outlook theme is “restart”, and with a restart comes optimism and the chance to begin anew. There will be volatility and bumps along the way, but for those that are disciplined and able to look past them, we see more opportunities ahead for upside than downside.