Economic Insights

Opportunities in Clean Energy Alternatives: The Accord of “Green Hydrogen” to Combat Climate Change

In retrospect, the year 2020 was riddled with market dislocation and uncertainty. However, 2020 was also a year of "fast-forwarding" and innovation. Industries, companies, and policies that would have otherwise taken years to become mainstream quickly became the center of economic, industry, and investment attention. One viewpoint that has emerged from 2020 and has started to show signs of potential in early 2021 is the idea of a "hydrogen economy" and a positive correlation toward reversing climate change.

The Right Sector Mix for 2021 Portfolios: Consumer Staples, Technology, and Healthcare

You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns throughout the year. Despite the vast amount of negative news, financial markets ultimately shrugged off the bad news.

The Right Sector Mix for 2021 Portfolios: Consumer Staples, Technology, and Healthcare

You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns throughout the year. Despite the vast amount of negative news, financial markets ultimately shrugged off the bad news.

2021: Consumption Trend Change

As human beings, we consume from the day we are born until the day we pass. Personal consumption is the largest and most predictable phenomenon there is. Seven billion people spending money to acquire things they want and need always offers interesting investing opportunities. Sometimes, however, certain spending categories become more important than others.

The Housing Market Remains a Shining Star amid the Real Estate Market’s Unprecedented 2020

Throughout 2020 economic dislocations ran rampant. However, one segment of the economy that we believe has fundamental strength and has remained vibrant throughout this pandemic is the U.S. housing market. Social distancing, historically low mortgage rates, robust refinancing appetite, a mass exodus from densely populated cities, and increased demand for suburban residential housing continues to enable the U.S. housing market to surge from the March lows.

Why Active Management for Fixed Income?

Over the past decade, there has been much debate between active and passive investing. Many modern-day investors, including fixed-income investors, have shifted to the passive investing approach. Although this approach has worked well for equities, it has generally fallen behind for fixed income as active fixed income managers generally outperform their passive counterparts.

Why Active Management for Fixed Income?

Over the past decade, there has been much debate between active and passive investing. Many modern-day investors, including fixed-income investors, have shifted to the passive investing approach. Although this approach has worked well for equities, it has generally fallen behind for fixed income as active fixed income managers generally outperform their passive counterparts.

The Most Wonderful Time of Year: Tax Loss Selling Time

At some distant point in the future, as memories of a tumultuous 2020 fade, stock market returns for the year will live on as data points in a long string of annual return data stretching back hundreds of years.

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How Leading Consumer Brands Have Emerged Stronger Since 2019

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