Markets
What’s Driving the Economic Recovery?
Markets | Sep 7, 2021
Now past the halfway point of 2021, we’d like to review what drove performance in the first two quarters – and what areas struggled to keep up – as well…
Are Stocks Overvalued?
Markets | Aug 12, 2021
Cases of COVID-19 are declining and economies are re-opening. It won’t be long before the only thing that isn’t normal is interest rates. It’s widely expected that the first interest…
Running Hot
Markets | Jul 8, 2021
Will the inflation run last? Consumers have only had to look at the gas pump or local grocery store the past few weeks to notice the increase in inflation and…
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…