Commentary Tagged with “covid-19”

Q2 2021 Investment Overview

Friction between pent-up demand and supply limitations is driving short- to medium-term inflation and fixed income returns continue to be challenged by low rates. Global vaccination rollout and whether we can collectively control the delta variant may be the key to continued recovery and growth.

Aug 16, 2021
Q1 2021 Investment Overview

Increasing vaccination rates and pent up demand could signal a summer of brisk growth, but much depends on our success in controlling the coronavirus. As we see the other side of the pandemic and the ensuing economic recovery, the associated long-term costs will eventually come due, but in the short term we seem poised for growth.

May 10, 2021
Q3 2020 Investment Overview

The upcoming election may be dominating the headlines, but the ongoing COVID-19 pandemic, and when and how we may be able to control it, continues to influence the markets.

Oct 26, 2020
Q2 2020 Investment Overview

We remain concerned that despite green shoots of an economic recovery the recent market rally leaves little room for error, and we remain wary of potential volatility over the next few months as the gap between economic expectations and current market prices remains wide.

Jun 22, 2020
Webinar: Navigating the Mixed Market & Economic Signals During the COVID-19 Pandemic

The U.S. economy is facing a deep decline at the same time that markets are experiencing record-setting rallies. Many are wondering how to understand these conflicting signals. We offer our perspective on recent market and economic events.

Jun 17, 2020
Q1 Investment Overview

While global COVID-19 cases have expanded and social distancing efforts continue, governments and central banks have taken aggressive steps to help alleviate the stress placed on corporate earnings and personal livelihoods.

May 6, 2020
Wealth Planning
Highlights from the Coronavirus Relief Bill, the CARES Act

The CARES Act is the largest U.S. economic stimulus package, intending to bring fast relief to the U.S. economy which is struggling under the necessary public health and safety requirements imposed to reduce the spread of COVID-19.

May 1, 2020
Webinar: Ongoing Economic and Market Implications of Coronavirus COVID-19

We review major market and economic developments related to the COVID-19 pandemic and shares our investment outlook.

Mar 27, 2020
Webinar: Market and Economic Implications of Coronavirus COVID-19

A stabilization of the spread of the virus is the main factor that will determine the outlook for economies, markets and portfolios.

Mar 13, 2020