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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

A 2021 Equities Preview. The Questions to Consider Entering the New Year.

The past year will arguably be viewed as the most unique year for equities in our lifetime.  The year started as a promising one for equity markets.  The global economy was improving, earnings were rising, valuations were tame, and management teams from many different industries were bullish on growth prospects.  Then the global pandemic hit … Continue reading A 2021 Equities Preview. The Questions to Consider Entering the New Year.

Democrats Take Georgia

On January 5th, 2021, Democrats unexpectedly swept the Georgia Senate runoffs, securing the Senate majority for the Democrats and returning unified Democrat control to Washington for the first time since the first two years of the Obama administration. Despite indications that the race was narrowing, the market had expected Republicans to maintain Senate control. There … Continue reading Democrats Take Georgia

COVID-19 Aid Act of 2021: Key Highlights

Just before breaking for the holidays, Congress passed the $900 Billion Coronavirus Response and Relief Supplemental Appropriations Act of 2021 to help households, retirees, small and large businesses, and to provide further aid in vaccine distribution. Here are some important highlights:  Economic Impact Payments $600 per adult, and $600 per child, based on income as reported … Continue reading COVID-19 Aid Act of 2021: Key Highlights