Thought Leadership Archive
This video collection features comments and commentary from our Investment Committee members, including John Norris (Managing Director and Chief Economist), David McGrath (Managing Director, CFA® and Chief Equity Strategist), Sam Clement (Associate Managing Director and Portfolio…
This week, the world’s elites met in Davos, Switzerland, for the 54th World Economic Forum (WEF). If this is news to you, welcome to a pretty large club. In a relatively short period of time, the…
At the start of 2023, the threat of recession loomed over the markets, and investors hoped the Fed would start cutting the overnight rate. Fortunately, despite all of the worry, the economy continued to expand, almost…
Due to the strength of the stock market rally to end 2023, investors start 2024 wondering what equities will do for an encore. Unfortunately, stocks give back some of their gains during the 1st quarter, as…
Well…maybe sometimes fight the Fed. 2023 will always be looked at as a year that puts a little asterisk next to the adage that famed investor, Marty Zweig, coined in 1970. The saying makes sense. All…
Most predictions for stock performance in 2023 did not include large gains. The consensus predicted that we would see some form of a recession during 2023, and that a period of massive inflation would slow down…
This year, the Investment Committee and I have received more questions about the Federal budget deficit and accumulated debt than the rest of my career combined. For good reason. The public debt has exploded by over…
At the start of 2023, analysts and investors were very worried about the prospects for a recession. They also believed the Federal Reserve would start cutting the overnight lending target rate at some point during the…
The year 2023 was a year when things ultimately worked out for domestic investors, somehow. From high-profile bank failures to war in the Middle East to domestic labor strife to higher interest rates to discord in…
LABOR MARKETS The much-feared recession that was supposed to happen in 2023 never came to fruition. Despite a lot of economic data suggesting slower growth, the surprising strength in the labor markets provided enough of a…