Environmental and social sustainability is a secular trend we believe will offer investors increasing opportunities to participate in growing market segments while potentially
Risk management into 2022 should include a possible policy mistake by the Fed. By David Baker, Senior Director, Investment Research.
The most serious risk to markets and the economy now is the Fed’s reaction to inflation. Consequently, we are assessing equity risk and allocation in portfolios.
After a spectacular October, here’s what concerns us as we close out the year. By David Baker, Senior Director, Investment Research.
Private market investments have seen tremendous interest in the past year as public markets hit new highs. Beware a record level of “dry powder” chasing fewer opportunitie
Why the market seems to be getting cold feet as year-end draws closer. By David Baker, Senior Director, Investment Research.
Accelerated inflation, rising interest rates, and supply chain disruptions are all risks we’ve identified previously, with the now familiar debt-ceiling negotiation recently
We’re doing something quite simple to reduce risk after the market’s fast and furious rise. By David Baker, Senior Director, Investment Research.
Given strong equity performance so far in 2021 and over the last few years, equity allocations in many portfolios are above long-term targets. On a client-by-client basis, we