Is the Economy Slowing Enough?
March 6, 2023
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer The Fed has raised interest rates sharply and quickly to slow growth to contain...
Market Commentary
March 13, 2023
SVB Fallout
By Dr. Charles Lieberman, Co-Founder & Chief Investment Officer Silicon Valley Bank’s failure requires significant intervention by the Fed and Treasury. That has already happened and by guaranteeing all bank deposits, the flight out of banks should run out of steam. However, there...
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Volatility Is Not Going Away
February 27, 2023
By Portfolio Manager, Paul Broughton Everyone knows that equities are vastly more volatile than bonds. Equities are also seen as forward looking,...
Does Japan Finally Look Attractive?
February 21, 2023
By David Ruff, Partner & Portfolio Manager The Bank of Japan appointed Kazuo Ueda as its next governor, who was considered a long shot by...
The Resilient Consumer
February 13, 2023
By Dr. JoAnne Feeney, Partner & Portfolio Manager Time is money, they say, and that’s certainly true at the Super Bowl. $7 million bought...
Red Hot
February 6, 2023
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Everyone was blown away by the huge 517,000 January increase in payrolls and...
Mexico as an Investment
January 30, 2023
By Portfolio Manager, Randall Coleman The biggest trade relationship between two countries in the world belongs to the United States and its northern...
The Recession That Hasn’t Happened Yet
January 23, 2023
By Portfolio Manager, Paul Broughton We seem to be waiting in slow-motion for an imminent recession that has yet to arrive, but is widely...
The Fixed Income Outlook is Much Brighter for 2023
January 17, 2023
By Portfolio Managers, Kevin Strauss & Kevin Kelly After a challenging 2022 for fixed income, the outlook is much brighter for 2023. The yields...
The 2023 Outlook
January 9, 2023
By Dr. Charles Lieberman, Co-founder & Chief Investment Officer Expectations for a mild recession are seemingly embedded most everywhere, even as...
How the EU Could Dominate US Tech Giants
December 19, 2022
By David Ruff, Portfolio Manager The US Federal Trade Commission recently filed suit to stop Microsoft’s $69 billion purchase of Activision...
A Tale of Two Economies
December 12, 2022
By Dr. JoAnne Feeney, Partner & Portfolio Manager All eyes will be on the Federal Reserve this week as it gets set to raise its policy rate, the...
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