Our Thinking

Necessity – the mother of invention. Needs have arisen to confront Coronavirus, and to address the resulting economic disruption and financial market uncertainty. A look at some recent “inventions” can provide perspective and implications for investing in the current environment.

Reasons to be hopeful have emerged on all fronts, medical, economic and financial. Determining if reasons are sustainable remains challenging. A look at some important trends can provide perspective and implications for investing in the current environment.

There was time before Coronavirus but its importance seems diminished at present. There will be a time after Coronavirus but its visibility seems hazy at best. A look at some important relationships from the past can provide perspective and investment implications for the future.

Risk distancing seems to be the current antidote for market uncertainties, but returns are not achieved over time without taking risk. A look at some important relationships can provide perspective and investment implications.

Less than six weeks into the new year and investors have been confronted by quite an array of developments.

A decade ends and another begins. A review of some key measures can provide context for investment activity as the decade of the 2020s begins.