Markets
How this Year’s Investment Themes are Playing Out in Real Time
Markets | Apr 29, 2021
Our market outlook going into 2021 was for ramped up vaccine deployments, accommodative monetary and fiscal policy, and upbeat corporate earnings to drive equity markets higher. We also projected an…
A New Season
Markets | Mar 31, 2021
What Opportunities are Driving Renewed Investor Optimism? Spring has sprung! While this spring may not have the usual fever, the potential for a normal summer or fall is improving as…
Trending for the Long Term
Markets | Mar 2, 2021
Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much…
Bubble, But For How Long?
Markets | Feb 1, 2021
Without a doubt, 2020 was a “loss” year. Individually, we lost the ability to live our normal way of life. Globally, currencies lost their purchasing power as central banks added…