Investment Strategy Insights

The most considerable risk to markets has naturally started to shift as COVID-19 uncertainty fizzles out. Inflation, monetary policy shifts, and accelerated economic recovery have emerged as the refocused market risks.

Over the last couple of months, the Fed started its campaign to prepare markets for a “taper” of its asset purchases.

The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.

The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.

The media is buzzing with claims of an “Economic Boom” in 2021. While the economy will most certainly grow in 2021, the question is how much is already “baked in?”

The media is buzzing with claims of an “Economic Boom” in 2021. While the economy will most certainly grow in 2021, the question is how much is already “baked in?”

Following strong performance and record issuance of convertible bonds over the last several years, investors are beginning to take notice of the attractive characteristics of this unique asset class.

Social status quos will remain challenging to break as excuse maintenance of present circumstances for many will likely linger for years. Permanent changes to the 5-day work week, city living, suburban population increases, and significant public events will probably take many years to normalize as the stigma of COVID-19 will remain challenging to ignore.