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Which Flation Is In Our Future?

How have our portfolios defended against recent inflation?  Is inflation or disinflation in our future? Recent inflation headlines have been startling: “Lumber prices spike to an all-time high,” “Oil prices double over the past year,” “Copper hits a 20-year high”.  These quotes have caused many to believe a new cycle of rising inflation is upon … Continue reading Which Flation Is In Our Future?

Forgotten to Favored

Through the first half of 2021, Natural Resources and Real Estate are amongst the best performing asset classes – we’ll look at what drove this performance and offer an outlook for the second half. Thinking back to 2020 and everything that transpired in financial markets, amongst the most incredible developments was not only the speed … Continue reading Forgotten to Favored

SPACs, CRYPTOs, NFTs, and IPOs: 2000 Déjà Vu and What They Mean for Your Portfolio

Recently, it seems like every day we read a headline about a new SPAC, crypto coin, NFT, or IPO that doubles in value in practically minutes.  Many of these “investments” have no actual revenue, and little or no use.  These headlines are reminiscent of the Internet Bubble that burst in 2000.  What is causing this … Continue reading SPACs, CRYPTOs, NFTs, and IPOs: 2000 Déjà Vu and What They Mean for Your Portfolio

Let’s Get Fiscal

The equity market is not the only thing hitting an all-time high. US federal debt held by the public ended 2020 at $21 trillion, up from $9 trillion at the end of 2010. The Congressional Budget Office’s baseline projection for federal debt released in February 2021 incorporated the major Coronavirus-related relief bills – the $2 … Continue reading Let’s Get Fiscal

Credit Markets: Strong Economic Growth and Inflation Ahead

Bond yields rose dramatically in the first quarter as investors began pricing in the likelihood of the strongest economic growth in the U.S. and globally in decades and corresponding inflation concerns. The rapid rise in interest rates led to bonds being the only asset class in negative territory on a total return basis during the … Continue reading Credit Markets: Strong Economic Growth and Inflation Ahead

Responsibly Investing in the Energy Transition

The world is wisely transitioning from reliance on fossil fuels for energy to more renewable sources. Transitions often present investment opportunity. And we believe the energy transition will prove no exception. Initial commitments from governments around the globe to hit 2050 climate goals are encouraging. Demand estimates for renewable energy sources are staggering. BloombergNEF, a … Continue reading Responsibly Investing in the Energy Transition

Investing in Innovation – The Promise and The Perils

There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders while toppling legacy incumbents that fail to adapt.  However, the market enthusiasm for all things electric, including battery and EV manufacturers is bordering on mania.  … Continue reading Investing in Innovation – The Promise and The Perils