Economic Review: December 2021 The short-term interest rate remains near zero as the Fed continues its accommodation policy and steadily monitoring data for signs of persistent broad-based inflation. Inflation has continued to be a concern. The Consumer Price...
Economic Commentary
Economic Review: October 2021
Economic Review: October 2021 Federal Reserve Chairman, Jerome Powell, announced that the timeline to start tapering the $120 billion monthly asset purchase “may soon be warranted.” It could be appropriate to begin reducing the pace of asset purchase later...
An Introduction to Alternative Investments and Their Impact On Returns
Historically, alternative investments (alternatives) have been considered a viable investment strategy, as they invest across asset classes and regions, have different characteristics, and behave differently from traditional investments....
International Investing: Active Management Allows Targeted Investing In An Uncertain Global Environment
Investing in international markets used to be relatively straightforward. Choose a few companies located outside the U.S, allocate them to your stock portfolio, and the resulting portfolio will most likely have diversification benefits, with different risks and...
Active Versus Passive Management for International Funds? Yes.
The debate between active and passive fund management in institutional investing has been raging for years. Institutional as well as retail investors tend to believe passionately in one versus the other, but what evidence is there to support either approach? Passive...
On Mixed News from the Fed, We’re Doing What We Always Have: Investing in Quality Companies
Two days ago, on June 10 of this week, the Federal Reserve met and proclaimed their intentions: they plan to keep interest rates at or near zero for the foreseeable future. There will be little to no rate increase until at least 2022. And, according to Fed Chairman...
Quarantining the Goose: Protecting Stock Dividends in an Era of Economic Uncertainty
One of the four key principals of our investment strategy at FourThought Institutions is summarized in the statement, “Don’t eat the goose!” This is an obvious reference to Aesop’s “The Goose that Laid the Golden Egg.” This 1500-year-old fable is so ingrained in our...
April 27, 2020 Four Facts: The Energy Sector
Here is our latest version of "Four Facts with FourThought," featuring our Chief Investment Officer Patrick Baumann. This week's facts come from the U.S. Energy Information Administration and focus on oil and the energy sector. https://vimeo.com/412771153