Posts
-
Video: Economic Flash July 2022
July 7, 2022
Video: Economic Flash July 2022
How inflation can lead to recession. By David Baker, Senior Director, Investment Research.
-
Economic Flash: Job Market Is Key to What Happens Next
July 7, 2022
Economic Flash: Job Market Is Key to What Happens Next
Inflation and the Fed’s response have started to take a toll on consumer spending, making a US recession more likely.
-
Video: Economic Flash June 2022
June 3, 2022
Video: Economic Flash June 2022
Where potential opportunities could emerge as market volatility rages. By David Baker, Senior Director, Investment Research.
-
Economic Flash: Growth with Inflation Vs. No Growth
June 3, 2022
Economic Flash: Growth with Inflation Vs. No Growth
As US monetary policy continues to tighten to fight inflation, we are keeping a close watch on consumer spending, the job market, and credit markets for signs of a significant
-
Video: Economic Flash May 2022
May 5, 2022
Video: Economic Flash May 2022
How we’re dealing with jarring market volatility. By David Baker, Senior Director, Investment Research.
-
Economic Flash: Perspective on New Market Regime
May 5, 2022
Economic Flash: Perspective on New Market Regime
The downturn in stock and bond markets is not surprising given tighter monetary policy for the foreseeable future. As investors through full market cycles, we are taking advan
-
Video: Economic Flash April 2022
April 5, 2022
Video: Economic Flash April 2022
Why inflationary pressures are increasing the odds of a recession. By David Baker, Senior Director, Investment Research.
-
Economic Flash: Fed Forges Ahead Despite Mixed Signals
April 5, 2022
Economic Flash: Fed Forges Ahead Despite Mixed Signals
The first quarter of 2022 saw bonds post their worst returns in 40 years, and we were glad to have had allocations to cash, real assets, and hedge funds as alternatives to tra
-
Video: Economic Flash March 2022
March 7, 2022
Video: Economic Flash March 2022
Our take on the Ukrainian conflict as in relates to portfolio positioning. By David Baker, Senior Director, Investment Research.