Notes on the Economy – 3Q 2021 Summary
New COVID-19 variants pose a threat to an otherwise positive global economic outlook. Learn more about how that impacts investors in our 24-page report.
Housing—Past the Peak?
Residential investment fell in Q2 on easing demand for new and existing homes.
It Might Be Time To Play the Diversification Card
Research & Insights QUESTION: I’ve had a good run so far this year on my investments but wonder how long the boom will last and how to protect these gains? ANSWER: Let’s start with a quick review of where we are. The market sold off in March 2020 as COVID-19 enveloped the country, then quickly rebounded and…
What the Fed Must See Before Raising Interest Rates
The U.S. central bank appears hesitant to raise interest rates until the labor market reaches “maximum employment,” or core inflation hovers around 2% for an extended period of time and people start expecting prices to keep rising.
Notes on the Economy – 2Q 2021 Summary
The U.S. economy has basted off into a high-growth trajectory. Learn more about how that impacts investors in our 24-page report.
Be Wary Of Charging Into the Electric-Car Market
The electric-vehicle market is buzzing, but investors should consider what might short-circuit and slow it down.
Inflation on the Brain: What Should Be Top of Mind?
U.S. fiscal spending stoking economic growth, but unlikely to ignite runaway inflation
ESG Investing Offers Significant Potential Return Opportunities
Sustainable investing is a buzzword with bite.
Transforming the Chemical Industry with Biotech
A quick look at three companies that are at the vanguard of a sustainability revolution.
Risky Business: U.S.-China Talks Could Signal New Stresses
Markets may be looking for signs of a trade détente, but it is more likely that investors will see tensions continue.