Our Thinking

A review of concurrent presidential election year events may be informative for investment strategy ahead.

The goal for investors supporting retirement living through portfolio withdrawals is to achieve a spending rate that neither falls short over time nor results in a constrained quality of life along the way.

A review of some stock size characteristics can provide perspective for investing ahead.

A review of bond yield trends and the mechanics of the bond investment itself can provide perspective for investing ahead.

The pandemic brought a jumble to all facets of life. Financial markets reacted as expected, first pulling back with higher risk and then recovering on the backs of policy initiatives around the world. A review of some key relationships can provide perspective for economic activity and investing ahead.

A review of sovereign debt levels, credit trends and relative ratings can provide perspective for economic activity and investing ahead.

During a financial inversion, interest rates are lower for longer maturities, and financial visibility is poorer due to the relative higher cost of short-term borrowing. A review of prior periods can bring perspective for economic activity and investing as an inversion is underway.

Investors spend much time on anticipated events, the potential outcomes, and implications for portfolio strategy. A review of some recent events can provide perspective for moving onward to economic activity and investing ahead.

In its attempt to lower inflation, the Federal Reserve has raised its policy interest rate target to the highest level in 17 years.

Banking is a core activity in the economy and in financial markets, receiving deposits, making loans and investing. A review of trends in banking can provide perspective for economic activity and investing ahead.