The Economy, Supply and Demand, Emerging Markets
Interest rates are moving higher as continued economic strength has tempered the market’s expectations for rate cuts from the Federal Reserve. With less than a week to go until the first advance release...
Investors Need Not Fear the Traditional Diversified Portfolio – A Historical Perspective
For much of 2023, investors were leery of holding traditional risk assets given the attractive prospects of riskless cash yielding over 5%, and the poor trailing performance of nearly all cash-flowing assets. While the recent decline in rates...
VIDEO: Demystifying AI in Asset Management and its Use in the Investment Process
You’ll walk away with a deeper understanding of how AI is being applied to asset management, applying it to investing is more complicated than other applications, what to look for in an AI Asset Manager, and how we apply AI to the investment process.
Mixed Messages, Preferred Stocks, Tax Day
The U.S. economy continues to stand out relative to its developed world peers, despite sending many mixed messages. Consumers are still spending but, in addition to higher credit card debt, they are...
Sticky Inflation, Oil Volatility, Inverted Yield Curve
The Consumer Price Index (CPI) for February rose in-line with expectations, but the headline number remains higher than the Federal Reserve’s target and there remain some concerning readings under the...
AI Boom, Tech dominance, Global Growth
It may be too early to claim victory on inflation. Higher than anticipated inflation in shelter pushed up core inflation more than expected, but that wasn’t the only concerning category in the report...