Insights
After reviewing the economic and market environment we offer the following comments.
November 2021
- Logistics, Labor, and Supply-Side Snarls
- Macro Outlook and HDI Update
- Positioning for More Sustained Inflation
- Transitioning Away from Transitory
- Regional Tilting Update
- Reviewing Our Open Calls
October 2021
- All Is Not Quiet on the Potomac
- Is China Investable?
- Macro Outlook and HDI Update
- Reflation Trade Update
- Structured Credit Update
- Reviewing Our Open Calls
September 2021
- Navigating Peak Earnings Growth
- Macro Outlook and HDI Update
- Delta Blues
- Equity Market Positioning
- The Changing of the Guard
- Reviewing Our Open Calls
July 2021
- First Half Market and Macro Trends
- Macro Outlook and HDI Update
- Navigating Peak Reflation
- Connecting the Dots on Fed Policy
- The Changing of the Guard
- Reviewing Our Open Calls
June 2021
- Transitory Inflation? Sustained Inflation? Or a Bit of Both?
- Macro Outlook and HDI Update
- Rethinking Real Assets
- Reviewing Our Open Calls