While I could say that this past year has been a rollercoaster, that doesn’t quite capture the true depth and range of emotions experienced over the last 13 months. A […]
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 […]
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 […]
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 […]
The remarkable rise and fall of GameStop (GME), a distressed video game retailer, has been nothing short of extraordinary. Echoing the speculative flurry of past bubbles, GameStop rallied from under […]
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 […]
It’s December 31st, 2019 and financial markets around the world just capped off one of the best years on record. At that time, if someone had told you we were […]
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 […]
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 […]
As much as most would like to forget about 2020, it was a year to remember for the fixed income markets. From the historically aggressive monetary policy of the Federal […]