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Market Outlooks
Before and After: How Ukraine Changed Our Outlook
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Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
Policy and Regulatory Commentary
A 21st Century Hamilton?
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In the musical, Hamilton, these words are sung by Thomas Jefferson, who has returned from France and is now taking up the mantle of U.S. Secretary of State.
Policy and Regulatory Commentary
An Updated Election Outlook
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Let’s take a look by starting with how voters feel about the person sitting in the Oval Office: President Joe Biden.
Market Outlooks
Tectonic Shifts in the Investing Landscape
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Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.
Policy and Regulatory Commentary
Interest Rates and Elections
The Federal Reserve’s Federal Open Markets Committee (FOMC) finishes its May meetings on monetary policy today. The Fed is expected raise interest rates by 50 basis points, which would be the first rate hike of more than 25 basis points since 2000.
Market Outlooks
10 Reasons We Still Like Industrials
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As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.
Policy and Regulatory Commentary
The New Partisan Battleground: Committee Term Limits
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Let’s review the history of term limits and what, if enacted, this particular proposal could mean from a practical perspective.