Commentary

The AI-Fed Catch 22: Tango of Technology and Policy

The market has been highly tuned to news from the Fed or developments in artificial intelligence technology to set expectations.

Commentary

Fed Actions and the Nervous Reactions

After three quarters of improving economic outlook amid increasing expectations for a painless decline in global inflation, markets and pundits alike have become less optimistic about a soft landing as they reacted to frustration from the Fed.

Commentary

Running to the Safety of Stocks

In the era after the Financial Crisis, pundits, investment commentators, and the media falsely maintained a constant proclamation that interest rates were just about to rise and that the collapse of the bond market was imminent. When the Federal Reserve Bank (Fed) first lowered interest rates to 0%, the pundits proclaimed irresponsibility and that inflation would skyrocket.

Commentary

Money, Money Everywhere, Not an Asset to Buy

During the next two decades, an estimated 76 million baby boomers – the bulge of the Western population born between 1946 and 1964 – will begin the process of going from growing and accumulating earnings to retiring and distributing their wealth.

Commentary

The Debt Ceiling

No one knows for certain what Congress will decide to do. Its actions could shock capital markets. However, the general theme of what Congress is trying to accomplish is fiscal responsibility. Long-term, this will be good for the financial markets and the creditworthiness of our government. The process of getting there, however, may cause short-term disruptions throughout the global financial markets. As portfolio managers, our concern is how developments in the capital markets affect our clients portfolios. We have significant experience navigating uncertain and difficult times.