Investment Outlook – April 2024
INTRODUCTION We see an extended runway for economic growth now that inflation has been tamed. While central banks may not have reached...
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Mar 2024
Global GDP Themes and Forecasts
US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. Stronger-than-expected economic data, plus a...
Jan 2024
Investment Outlook – January 2024
INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...
Dec 2023
Global GDP Themes and Forecasts
We are past peak inflation in major economies like the US and Europe, but questions remain regarding the speed of deceleration in inflation...
Dec 2023
What’s Next for the Credit Cycle?
Looking for signs International airports often have curbside signs that say “look right” or “look left” (i.e., cars drive on this...
Nov 2023
Transformative Technology: A Look at Industrials, Healthcare & Financials
Throughout history, technology has propelled business innovation and advancement. As active equity managers with an eye toward long-term...
Oct 2023
Investment Outlook – October 2023
INTRODUCTION We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007. Mortgage...
Sep 2023
Global GDP Themes and Forecasts (Infographic)
Peak inflation appears to be in the past for major economies like the US and Europe, but questions remain regarding the speed of...
Jul 2023
Investment Outlook – July 2023
INTRODUCTION The journey toward a downturn phase in the credit cycle is typically more like a brisk walk than a sprint. We do not see...
Jun 2023
Global GDP Themes and Forecasts (Infographic)
Consensus global growth forecasts have improved slightly since last month as economies continue to look somewhat resilient relative to...