Posts
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Video: Economic Flash April 2024
April 4, 2024
Video: Economic Flash April 2024
With U.S. stock markets near record highs, what we are doing to reduce risk. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Beyond Tech: U.S. Stock Rally Broadens
April 4, 2024
Economic Flash: Beyond Tech: U.S. Stock Rally Broadens
Assets that appear most attractive to us on a risk-adjusted basis are those that help diversify equity risk.
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Video: Economic Flash March 2024
March 6, 2024
Video: Economic Flash March 2024
Why U.S. stock markets are ignoring the orange lights and speeding ahead. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Why Market Leadership Could Shift in 2024
March 6, 2024
Economic Flash: Why Market Leadership Could Shift in 2024
The “Magnificent 7” could give way to the “Fabulous 493” should the U.S. economy continue to grow and enthusiasm for AI reach a peak.
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Video: Economic Flash February 2024
February 6, 2024
Video: Economic Flash February 2024
Why we’re neither optimists or pessimists. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: High Hopes for U.S. Markets & Economy
February 6, 2024
Economic Flash: High Hopes for U.S. Markets & Economy
Recent good news for the economy could be bad news for upcoming Fed policy, as in interest rates staying higher for longer.
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Economic Flash: Why Market Volatility Could Rebound in 2024
January 4, 2024
Economic Flash: Why Market Volatility Could Rebound in 2024
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Economic Flash: A November to Remember
December 5, 2023
Economic Flash: A November to Remember
As we exit 2023, U.S. markets seem to be pricing in a higher probability of a soft economic landing. This may be premature given the unfolding impact of higher interest rates
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Video: Economic Flash November 2023
November 3, 2023
Video: Economic Flash November 2023
How we are positioning portfolios for a more volatile and evolving market regime. By David Baker, Senior Director, Investment Strategy and Communications.