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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

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,

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

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

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

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

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: An eventful January saw the US Senate tilt in the Democrats’ favor, a riot at the US capital building,

2020 HighlightsThe Covid-19 Pandemic was the dominant force impacting the global economy in 2020, leading to the first recession since the Global Financial Crises and most severe global recession since World War II. Despite the headwinds from Pandemic-related shutdowns, unprecedented Central Bank measures and large fiscal stimulus packages both in

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: Global equity markets had another positive month as the Pfizer and Moderna vaccines began to be administered around the

Below is a brief summary of yesterday’s FOMC statement. Rates In their final meeting of 2020, 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 all committee members voted in favor of the action. The forward