market insights

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

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…

Portfolio Construction: A New Season

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…

Changing Tides Portfolio Construction

Changing Tides

Markets | Dec 31, 2020

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…