market insights
Running Hot
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
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
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…
Changing Tides
Closing out 2020 Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the…