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Buy Economically Sensitive for a Sensitive Economy

Where are the superior risk/rewards in this sensitive economy? Many investments have more than doubled since their pandemic lows.  However, the U.S. equities market is in an interesting position as we enter the fourth quarter.  Due to the sizable disruptions caused by the Delta variant and ongoing global supply chain issues, global markets have become … Continue reading Buy Economically Sensitive for a Sensitive Economy

Quantitative Easing, Tapering, Liftoff, and Rolloff

What Does It All Mean? The primary monetary policy tool for central banks is setting the level of short-term interest rates.  For the U.S. Federal Reserve (Fed), this means adjusting short-term interest rates to support its dual mandate of price stability (controlling inflation) and maximum sustainable employment.  However, once short-term interest rates are set near-zero, … Continue reading Quantitative Easing, Tapering, Liftoff, and Rolloff

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