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June 16th FOMC Follow-Up

Rates Yesterday, the FOMC voted to keep the Fed Funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected, and the committee members voted unanimously in favor of the action. Forward guidance on monetary policy now indicates that rate hikes could come as soon as

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Time to Bet Against the US Dollar?

Background The movement of currencies is a reflection on the conditions of one country relative to another. Whether one country’s outlook is rosier than another depends on three main factors: relative interest rates, inflation, and economic growth. This is all worth paying attention to because it can greatly affect investment

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Monthly Market Update for May 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: The month of May saw significantly higher than expected US inflation results as well as an underwhelming jobs report.

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Inflation and Real Assets

Background While inflation has not been a meaningful factor since the 1980s, rising inflation expectations could result in negative impacts to investors as a result of diminishing real returns. Now is a good time to assess portfolio positioning and review how real assets can help protect against rising prices. Inflation

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Monthly Market Update for April 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: April was another strong month for risk assets as US Economic data continues to improve, including accelerating GDP growth,

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April 28th FOMC Follow-Up

Rates Today the FOMC voted to keep the Fed Funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected, and the committee members voted unanimously in favor of the action. Inflation Language around the Fed’s average inflation-targeting approach remained unchanged from recent meetings, again noting

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Protect Your Social Media Accounts

Social media is a great way for us all to stay connected and keep in touch with family and friends as well as stay updated on all the latest news from around the world. However, it is important to be aware that the information you share on these platforms could

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The Private Investment Opportunity

Background Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsized returns and exposure to the most exciting and innovative companies continues to drive investors toward the asset class. Growth in Private Markets AUM According to Preqin, alternative

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Monthly Market Update for March 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Risk assets outperformed in March and consumer sentiment rose sharply amid continued vaccine distribution and optimism around the economic

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Protect: Do you have Enough Umbrella Insurance?

Umbrella liability coverage supplements other liability policies such as auto and homeowners. It is designed to kick in when the coverage on those policies has been exhausted. The main purpose is to protect your assets from unforeseeable accidents and missteps. When thinking about assets, there are obvious things that come

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Does a Fixed Income Allocation Still Make Sense?

Background Amidst tight credit spreads, historically low total yields and uncertainty regarding the path of interest rates, investors have questioned the value of fixed income allocations within their portfolios. A fixed income allocation has traditionally provided three key benefits: (1) Diversification, (2) Capital Preservation, and (3) Income. While every economic

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Monthly Market Update for February 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: February markets were dominated by a sharp rise in bond yields and the corresponding fears that those increasing yields

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