2026 Mid-Year Update
The study of economics is particularly tricky, which is why it is known as the “dismal science”. Because there are so many interconnected variables for macroeconomic policy and financial forecasting, it is difficult to give an unconditional assessment of economic issues. President Harry S. Truman famously said, “Give me a one-handed economist….[because] all my economists Read More
2026 Investment Outlook
It is not hyperbole to suggest that we are in one of the most critical periods for prudent capital management in our professional lifetimes, with new obstacles and opportunities emerging from a rapidly shifting landscape both abroad and at home.
2025 Mid-Year Update
Entering the year, the theme of our 2025 Investment Outlook was “Navigating Policy Change Amidst Fully Valued Markets.” In the six months since, there has been no shortage of seismic changes in policy from the incoming administration, particularly around trade agreements, budgetary considerations, and executive fiats. The resultant volatility in financial markets and the impact Read More
2025 Investment Outlook
What policy changes do we face in 2025 and how will they impact the domestic economy? For folks in our industry, the key issues to wrestle with are (1) a more isolationist, tariff-driven approach to global trade and economic relations and (2) any earnest consideration of the growing national debt.
2024 Mid-Year Update
Interesting times, indeed. While political shockwaves across the globe are changing the trajectory of nations and shifting the outlooks for international economies, investment markets in the US are narrowly fixated on one simple question: When will we see interest rate cuts?