Inflation Is Not the Only Challenge

The Russia-Ukraine war is leading to soaring commodity prices as both nations are major exporters. Rate hikes are also a burden for consumers and borrowers but will help cool inflation in the long run. Discover what this means for investment markets....

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Declines All Around, but Opportunities to Be Had

Central banks have the delicate task of reducing inflation without triggering a recession. With further rate hikes possible in an already difficult market, caution is key. Here’s where we see opportunity in the current investment landscape....

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It Is a Tougher Game When Central Banks Turn Hawkish

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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What’s After the Storm?

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

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Markets rallied in July, contrary to most investors’ expectations

In contrast to gloomy expectations, markets rallied to close out July. Balancing bearish investors, a hawkish Fed, and mixed market indicators, we are taking a cautious approach as more surprises are likely to come....

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