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...
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.
Labor Productivity, Construction Employment, Small-Cap Stocks
Happy Veterans Day! Labor productivity increased more than expected in the third quarter, as the economy continues to digest pandemic era disruptions. The labor market is weakening, unfortunately this...
AI and the SEC: 6 Steps to Get Ahead of the AI Rule
Artificial Intelligence as an investment concept has exploded this year with the increasing commercialization of products like Chat GPT and Dall-E. As companies and consumers have adapted the new technologies, the SEC is...
Goldilocks Economy, Profitless Companies, Retirement Savings
U.S. Gross Domestic Product (GDP) grew at an annualized rate of 4.9% in the third quarter. The core personal consumption expenditures (PCE) index, the Federal Reserves preferred gauge of inflation...