Thoughts Archives

Video: Economic Flash September 2023

Sectors likely to offer attractive opportunities in the 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communication...

Investment Management

September 05, 2023

Economic Flash: Signs of Slowing in Job Market, Consumer Spending

Of interest are debt strategies in the commercial real estate market, where usage and demand for real estate is evolving coupled with higher financi...

Economic Flash

Video: Economic Flash August 2023

How we’re preparing for a potentially more volatile 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communications.

Investment Management

August 03, 2023

Economic Flash: Tug-of-War Update

Macroeconomic forces remain in a tug-of-war as U.S. fiscal stimulus comes up against the unfolding impact of 11 interest rate increases, making the ...

Economic Flash

Video: Economic Flash July 2023

As bank lending tightens, where we’re seeing opportunities in the credit markets. By David Baker, Senior Director, Investment Strategy and Communi...

Investment Management

July 06, 2023

Economic Flash: Too Far, Too Fast for 2023 Rebound?

The probability of recession remains elevated, with more interest rate increases expected and signs of economic deterioration finally starting to ta...

Economic Flash

Video: Economic Flash June 2023

The biggest threat to the U.S. economy as jobs continue to be plentiful and inflation seems to have peaked. By David Baker, Senior Director, Investm...

Investment Management

June 05, 2023

Economic Flash: Handful of Tech Stocks Driving Market Rebound

The S&P 500 has rebounded thanks to big tech, but that’s not saying much for the underlying strength of the market, which requires broader partici...

Economic Flash

Video: Economic Flash May 2023

Another U.S. bank failure and the possibility of a federal debt default mean risk-off environment and volatility are likely to continue. By David Ba...

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Category: Thoughts

Video: Economic Flash September 2023

Economic Flash: Signs of Slowing in Job Market, Consumer Spending

Video: Economic Flash August 2023

Economic Flash: Tug-of-War Update

Video: Economic Flash July 2023

Economic Flash: Too Far, Too Fast for 2023 Rebound?

Video: Economic Flash June 2023

Economic Flash: Handful of Tech Stocks Driving Market Rebound

Video: Economic Flash May 2023

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