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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Analysis (10)

U.S. Federal Reserve Building in the fall

How does the Fed’s big rate hike impact the economy and fixed income environment?

Sep 22, 2022 |Thomas Garretson, CFA

As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.

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Gas thermostat on table

UK equities downgrade

Sep 16, 2022 |Frédérique Carrier

We take a deep dive into the reasons for the downgrade and identify selective opportunities in the market.

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Woman tracking data on multiple computer screens

Volatility inflates as U.S. inflation stays hot

Sep 16, 2022 |Kelly Bogdanova

While equity markets remain on edge, investors shouldn’t throw in the towel just because inflation and some related concerns may not lift overnight.

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Whitewater rafting

Portfolio positioning amid economic uncertainty

Sep 10, 2022 |Joseph Wu, CFA

With volatility once again roiling financial markets, we evaluate the macro headwinds and tailwinds that could impact investors.

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Voting booth iage

Equities and the election effect

Sep 09, 2022 |Kelly Bogdanova

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling.

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Couple meeting with an advisor

Interpreting Federal Reserve sound bites

Sep 01, 2022 |Atul Bhatia, CFA

Many long-term investors look to Fed speeches for insight. We explain why they’re not good guides and investors should look to planning—not parsing—when building portfolios.

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two container ships docking in Hong Kong port

Where will China’s economy go from here?

Aug 25, 2022 |Jasmine Duan

Domestic and geopolitical headwinds are testing China’s recovery momentum. We assess key issues and implications for equity investors.

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Happy kids splashing in a pool

What happened to the “summer doldrums?”

Aug 18, 2022 |Kelly Bogdanova

We assess the market’s prospects in light of the recent a-typical summer rally.

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Summer events shaping the outlook for the UK and Europe

Aug 11, 2022 |Frédérique Carrier

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

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Man looking at finances on iPad

As earnings go, so goes the market

Aug 05, 2022 |Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

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