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?
2024 Investment Outlook
If ever there was a period that demonstrated how the stock market interpreted the phenomenon of an economic cycle, it was the past two calendar years. Largely driven by interest rate policy from our Federal Reserve, both stocks and bonds have retraced and advanced, gaining little ground since the end of 2021. But while investment Read More