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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.

Will the Fed's shifting inflation strategy impact the interest rate outlook?

Sep 18, 2020 |Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

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Automation advancements lead to new products and higher productivity

Sep 15, 2020 |Dan Smith, CFA

Advancements in computing power and mechanical technology can lower manufacturers’ costs, and bring added quality and customization to their products.

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Why resilient companies are key for portfolio construction

Sep 15, 2020 |Alan Robinson

The stock performance of resilient companies has shone through during the pandemic-induced market volatility of 2020.

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The COVID-19 upheaval and the future of travel and leisure

Sep 15, 2020 |Alan Robinson

Travel and leisure habits are likely to be permanently impacted by the pandemic. But some themes will persist and others may fill the leisure gap.

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Surging government debt and deficits

Sep 14, 2020 |Alan Robinson

The health of government finances has been a collateral victim of the pandemic. We take a look at the implications of increasing fiscal deficits.

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Tech sector selloff: Is there more to come?

Sep 11, 2020 |Frédérique Carrier & Kelly Bogdanova

And just like that the script has flipped. Is this is a healthy correction? We unpack the market’s move and what it means for portfolio strategy.

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Cybersecurity and the digital transformation of business

Sep 09, 2020 |Lindsay Strickland

Cybersecurity was already in focus, but COVID-19 has front-loaded years of future spending into the near term, fostering new business processes.

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Is COVID-19 a speed bump or road block for the sharing economy?

Sep 08, 2020 |Alan Robinson

Sharing has taken a back seat to maintaining our health. But ease of use and the social nature of humans suggest the sharing economy will bounce back.

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Why the Dow’s makeover matters

Sep 04, 2020 |Kelly Bogdanova

We check out the Dow Jones Industrial Average’s fresh look, and explain what this says—or doesn’t say—about the economy as a whole.

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Video streaming: Cord-cutting in the time of COVID-19

Sep 02, 2020 |Tasneem Azim-Khan, CFA

The pandemic has magnified the value proposition of video streaming and could potentially accelerate the cord-cutting and cord-shaving trends.

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