Thoughts Archives

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 a...

Investment Management

March 02, 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...

Economic Flash

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.

Investment Management

February 02, 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 valuation...

Economic Flash

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, Invest...

Investment Management

January 05, 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 profit...

Economic Flash

Video: Economic Flash December 2022

Why the Federal Reserve is likely to keep raising interest rates into 2023, albeit more slowly. By David Baker, Senior Director, Investment Research...

Investment Management

December 05, 2022

Economic Flash: Mixed Signals Indicate Caution

As 2022 ends, we are mindful of the opportunities this year’s dislocation in financial markets may present in 2023, including in high-yielding cor...

Economic Flash

Video: Economic Flash November 2022

US stocks and the US economy performed better than expected in October. Fed policy and the strength of the dollar will be key factors for the econom...

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