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 Review: November 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 been a concern for the past months. The...
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...
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....
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...
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...
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
You can download a pdf version of this white paper by clicking HERE. HOW TO BALANCE THE NEED FOR LIQUIDITY WITH THE NEED FOR A YIELD THAT OUTPACES INFLATION IN TODAY'S MARKET Most investors have at least a portion of their total portfolios allocated in fixed income....
