FIRESIDE CHARTS
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…
Stubborn Inflation, Sweden, Semiconductors
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…
Strong Job Growth, India Accelerating, Regional Banks
The U.S. economy continues to defy expectations. January’s non-farm payrolls report smashed expectations and December’s report was revised higher. Productivity growth in the fourth quarter was higher…
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…
Consumer Optimism, Oil Surplus, Bitcoin ETFs
Consumers are perking up as we begin the new year. Sentiment is beginning to turn on the future economic outlook, and consumers are feeling positive about their financial health. Economic momentum…
4Q23 Review and Outlook – Moving Beyond Inflation: narrow winners drove a strong market in 2023 but can the economy deliver?
We expect the best opportunities of 2024 to be outside of the largest U.S. companies. This could bode well for active management as it would mean more securities that outperform passive indices rather than less. We are well positioned…
7 Charts We’re Watching in 2024
As we usher in the New Year, it’s an opportune time to reflect on the dynamics of the global economy and the financial markets. In this post, we’ll take a step back to explore seven charts that we’re…
5 Infographics to Better Understand Artificial Intelligence
As you continue to have more and more conversations in your daily life (work and otherwise) about Artificial Intelligence, you may need help leveling up your basic understanding of foundational AI concepts. Check out these infographics…
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.