Posts in Annual Outlook

Last year, markets and the economy defied gravity, climbing higher even as elevated interest rates generated heavy drag. Equities soared, duration suffered, and[…]

2023 emerged as a year of resilience and unexpected positive turns, defying the new normal of higher interest rates, which were expected to[…]

We are delighted to turn the calendar on a year that served investors a double whammy as both equities and fixed income investments[…]

2022 will be a defining point in the current market cycle. The world is finally moving past the effects of covid and entering[…]

The roaring ’20s are back. The global response to COVID from governments and central banks hit the reset button for the global economy,[…]

2020 will be defined by the three C’s: Consumer, Credit, and China. The return to a prolonged period of easy money policies and[…]

The markets hit the reset button at the end of the year. We expect the sledding to be tough this year, but that[…]

The return of broad-based global economic growth last year pushed the markets to new highs. This year we expect the markets to continue[…]

2017 is shaping up to a be a year in which the future direction of politics and economic policies are decided. Click the[…]

Before we begin to discuss our outlook for the upcoming year, we feel it’s appropriate to take a step back and evaluate where[…]