Thoughts Archives

Economic Flash

Video: Economic Flash January 2022

Why diversifying beyond public markets makes sense in 2022 and beyond. By David Baker, Senior Director, Invest...

Investment Management

January 05, 2022

Economic Flash: Preparing for a Year of Transition

Environmental and social sustainability is a secular trend we believe will offer investors increasing opportun...

Economic Flash

Video: Economic Flash December 2021

Risk management into 2022 should include a possible policy mistake by the Fed. By David Baker, Senior Director...

Economic Flash

December 06, 2021

Economic Flash: A Worrisome End to the Year

The most serious risk to markets and the economy now is the Fed’s reaction to inflation. Consequently, we ar...

Economic Flash

Video: Economic Flash November 2021

After a spectacular October, here’s what concerns us as we close out the year. By David Baker, Senior Direct...

Economic Flash

November 03, 2021

Economic Flash: Slower Growth, Higher Inflation

Private market investments have seen tremendous interest in the past year as public markets hit new highs. Bew...

Economic Flash

Video: Economic Flash October 2021

Why the market seems to be getting cold feet as year-end draws closer. By David Baker, Senior Director, Invest...

Economic Flash

October 06, 2021

Economic Flash: Autumn Brings a Market Chill

Accelerated inflation, rising interest rates, and supply chain disruptions are all risks we’ve identified pr...

Economic Flash

Video: Economic Flash September 2021

We’re doing something quite simple to reduce risk after the market’s fast and furious rise. By David Baker...

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Category: Thoughts

Video: Economic Flash January 2022

Economic Flash: Preparing for a Year of Transition

Video: Economic Flash December 2021

Economic Flash: A Worrisome End to the Year

Video: Economic Flash November 2021

Economic Flash: Slower Growth, Higher Inflation

Video: Economic Flash October 2021

Economic Flash: Autumn Brings a Market Chill

Video: Economic Flash September 2021

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