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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 3rd Quarter 2022

Two major themes from the first half of this year, uncertainty and volatility, continued to dominate the financial markets in the third quarter. Not only has inflation around the globe proven to be more persistent, but geopolitical tensions also remain elevated, further darkening the clouds on the economic horizon. Unfortunately, while expectations for a slowdown...
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Investment Outlook 2nd Quarter 2022

Equity and fixed income investors faced headwinds in the second quarter that were eerily similar to the first quarter, yet to differing magnitudes. Financial conditions tightened as interest rates continued their move higher across the maturity spectrum, while credit spreads widened, equity markets declined, and the U.S. dollar strengthened. Additionally, energy prices increased further, resulting...
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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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