Posts
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Economic Flash: Evidence of Deceleration
May 3, 2023
Economic Flash: Evidence of Deceleration
Foreign developed markets continued to outpace the U.S. boosted by a weaker dollar, supporting our strategy of maintaining diversified portfolios during what is likely to be a
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Video: Economic Flash April 2023
April 6, 2023
Video: Economic Flash April 2023
What drove the market higher and why that may not last. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Signs of Fragility
April 4, 2023
Economic Flash: Signs of Fragility
It is way too early, we think, to take the market rebound as a sign that all is well. We are likely in the midst of a market regime change for a variety of reasons, the ramifi
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Video: Economic Flash March 2023
March 2, 2023
Video: Economic Flash March 2023
Why some inflation and even a recession are not necessarily terrible for long-term investors. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Opportunity in Difficulty
March 2, 2023
Economic Flash: Opportunity in Difficulty
When fear and risk dominate, it is incumbent upon us as advisors to identify what is being overlooked by investors and use that to drive longer-term portfolio results. New opp
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Video: Economic Flash February 2023
February 2, 2023
Video: Economic Flash February 2023
Where we’re seeing opportunities after a year of falling prices. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: New Year New Cheer
February 2, 2023
Economic Flash: New Year New Cheer
The economy and markets may not be out of the woods yet, but we are looking to take advantage of new opportunities presented by attractive valuations in many asset classes.
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Video: Economic Flash January 2023
January 6, 2023
Video: Economic Flash January 2023
Why we think it will be a challenging year ahead but with more potential to invest at attractive valuations. By David Baker, Senior Director, Investment Research.
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Economic Flash: New Market Regime Takes Shape
January 5, 2023
Economic Flash: New Market Regime Takes Shape
Interest rates may remain at current levels or higher for a significant period of time, indicating slower growth in the economy and corporate profits but also providing long-t