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Category

Quarterly Investment Outlook

The Quarterly Investment Outlook provides updates on the firm’s Macro View and their Fixed Income, Real Estate, and Equity objectives.

Investment Outlook 1st Quarter 2022

January 2022 began with growth expected to decelerate, inflation at multi-decade highs, and the path to tighter monetary policy in sight. If this were not enough to deal with, the economic landscape was further disrupted by Russia’s military buildup along the Ukrainian border and subsequent invasion in late February. The United States, along with allies...
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Investment Outlook 4th Quarter 2021

With nearly two years of the pandemic behind us, many had expected to see COVID-19 fade into the background in 2021 and life to return to more normalcy. While considerable progress was made toward normalization throughout the year, 2021 ended with the worst surge yet of the pandemic, compliments of the Omicron variant. Positively, with...
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Investment Outlook 3rd Quarter 2021

The third quarter opened with continued optimism and further clarity on the return to normalcy, both in terms of policy and economic activity. Unfortunately, slowing vaccination rates were met with a rapid rise in COVID infections as the Delta variant spread rapidly throughout the U.S. The resulting slowdown in activity in some areas of the...
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Investment Outlook 2nd Quarter 2021

With over half of the U.S. population having received at least one vaccine dose and daily case rates and reported deaths significantly lower than the peaks witnessed in the first quarter, states continue to rapidly reopen their economies. The return to some sense of normalcy is to be celebrated, but with it comes an element...
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