Research & News
Asset Allocation Bi-Weekly – Bonds and the Post-Election Environment (November 25, 2024)
by the Asset Allocation Committee | PDF The election results are in and, contrary to expectations, voters rendered a quick and clear outcome, with Donald Trump set to return to the White House. The central case prior to the election was that the outcome would be drawn out and contentious — an outcome that would… Read More »
Bi-Weekly Geopolitical Report – Implications of North Korean Soldiers in the Ukraine War (November 18, 2024)
by Daniel Ortwerth, CFA | PDF In late October, the world learned that North Korean soldiers had deployed to Russia to assist their allies in the Ukraine war. This dramatically changed the geopolitical profile of the conflict. Allies and partners of both Ukraine and Russia have been providing material and financial support to both countries… Read More »
Asset Allocation Bi-Weekly – Let’s Talk About Tariffs! (November 11, 2024)
by the Asset Allocation Committee | PDF In recent years, tariffs have made a surprising comeback. Once widely condemned as a relic of the protectionist past, tariffs reemerged in 2016 as a policy tool against China and are now being considered for implementation on goods from all other countries. Populists tend to believe that these… Read More »
Bi-Weekly Geopolitical Report – Rising US & Global Debt: A Perspective Check (November 4, 2024)
by Daniel Ortwerth, CFA | PDF Concern has been rising across American society and throughout much of the world about the level of United States government debt. An increasing number of voices are sounding the alarm that the debt level is unsustainable, and crisis is on the way. Debates rage about how such a crisis… Read More »