Category: Economy

2022 Mid-Year Update

Coming into the year, our capital markets positioning was cautious given extreme valuations, rising inflation, and questionable prospects for continued growth. Our assumption was that an intense rise in prices for consumers — driven by a decade of accommodative monetary policy following the Global Financial Crisis extending through the COVID era — would need to be countered by a deliberate slowing of the economy through tightening economic conditions.

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2021 Mid-Year Update

Please click below to view our Mid-Year Update:

2021 Investment Outlook: Embracing Diversification and Managing Risk Amidst Global Uncertainty

Please click below to read our views on a tumultuous 2020 and what to expect in 2021.

Post-Election Thoughts

In the next few days, weeks, and months there are specific events that will drive the direction of financial markets. In our Post-Election Update, we share our views.

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2020 Mid-Year Update