Posts
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Economic Flash: Needed Pause or Cause for Concern?
October 5, 2020
Economic Flash: Needed Pause or Cause for Concern?
Our focus is on sourcing long-term opportunities for clients in an environment defined by persistently low interest rates, as well as rethinking fixed-income allocations
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Video: Economic Flash September 2020
September 4, 2020
Video: Economic Flash September 2020
David Baker, Director, Investment Strategy and Research, discusses why we’ve increased exposure to foreign equities amid historic rally in US stocks.
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Economic Flash: After the Market Melt-Up, Risks Remain
September 3, 2020
Economic Flash: After the Market Melt-Up, Risks Remain
Select foreign equities, in both developed and emerging markets, now offer an attractive risk/return outlook, given virus containment in many countries, supportive monetary po
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Video: Economic Flash August 2020
August 3, 2020
Video: Economic Flash August 2020
David Baker, Director, Investment Strategy and Research, discusses the US stock market’s historic rebound and our reasons for remaining cautious.
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Economic Flash: A Recovery of Sorts, Although Not V-Shaped
August 3, 2020
Economic Flash: A Recovery of Sorts, Although Not V-Shaped
It is our base case that the global economy will continue to recover, although unevenly and subject to volatility from headlines on the spread of Covid-19 and (hopefully) prom
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Video: Economic Flash July 2020
July 6, 2020
Video: Economic Flash July 2020
David Baker, Director, Investment Strategy and Research, on key market markers in June and why we could see an increase in volatility.
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Economic Flash: More Room Left to Run?
July 6, 2020
Economic Flash: More Room Left to Run?
Are there reasons to think markets might hold up just fine this year? Certainly. In the long term, however, we think this year's avalanche in government spending is likely to
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The Outlook for High-Quality Municipal Bonds
June 9, 2020
The Outlook for High-Quality Municipal Bonds
The municipal bond market is not supposed to be exciting, but it has certainly been a white-knuckle roller-coaster ride so far in 2020. Despite all the turbulence, if you are
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Video: Economic Flash June 2020
June 3, 2020
Video: Economic Flash June 2020
David Baker, Director, Investment Strategy and Research, discusses what is driving the markets higher and our reasons for caution.