Market Currents
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Another Head Fake, or Brighter Future Ahead? Weighing the Case for European Equities in 2022
While the U.S. stock market has outperformed European indices for years, it is important to remain aware of the benefits of global diversification. And recently, we have begun to see changes in Europe
Vax Requirements, Boosters, Variants and Waves: Navigating the COVID-19 Information Deluge
Several months ago, it appeared as if a return to normalcy from the COVID-19 pandemic could be in sight. Primarily due to the spread of the Delta variant, however, the picture has become considerably
Interest Rates: Grounded or Ready for Take Off?
As economic reopening continues and supply-demand imbalances lead to price increases, investors are understandably fixated on the future path of interest rates a key driver of future growth and retu
How Long Will the Chips Be Down? The Global Semiconductor Chip Shortage with Deborah Koch
As the U.S. economy continues to reopen amid relaxed COVID-19 mitigation measures, pent-up demand is outstripping supply in many cases. One acute example is in the semiconductor chip industry, which p
Inflation: Is It Different This Time? With Carl Tannenbaum
Summary:Concerns about inflation have filled financial headlines recently as U.S. consumers reemerge from their homes and take note of higher prices and supply shortages in certain areas of the econo
Value’s Uprising: Fête or Renaissance? – with Michael Hunstad and Chris Shipley
Does value investing still work?After many years of underperformance, value stocks have shown signs of life in 2021 as investors conviction in strong economic recovery has gained momentum.Is this