Labor Day marks the end of summer and is dedicated to honoring the American labor movement. The first Labor Day celebration occurred on September 5, 1882, in New York City and was organized by the Central Labor Union.
Labor (To)day
Outlook 2021: Back to the Future
Commercial Real Estate’s Perfect Storm
The COVID-19 crisis has been the perfect storm for commercial real estate. While the economy is showing signs of life as most of the country reopens, the shock to the commercial real estate market was unprecedented.
Investment Strategy Webinar Recording: Start Me Up
Please click on the below image to view the recording of the Investment Strategy webinar given on July 22 by Chief Investment Officer George Hosfield, CFA, and Brad Houle, CFA, our head of fixed income.
Investment Strategy Webinar Recording: Post-COVID Sector Outlook
On Wednesday, June 10, our Chief Investment Officer, George Hosfield, CFA, and our investment team analysts Ralph Cole, CFA, Brad Houle, CFA, Peter Jones, CFA, Shawn Narancich, CFA, and Jason Norris, CFA, gave a webinar where they discussed our sector-specific outlook in a post-COVID world.
Webinar Video: Q3 Mid-Quarter Strategy Update
George Hosfield, CFA, chief investment officer, and Brad Houle, CFA, head of fixed income, gave a mid-quarter strategy update on May 19, 2020. To view this webinar, click the image below.
Back to the Basics
With stocks, only two things matter: earnings and what investors are willing to pay for a dollar of earnings.
Trade Policy Tango
This weekend, many world leaders will travel to Buenos Aires, Argentina, for a meeting of the Group of Twenty, also known as, “G20.” Although the G20 does not have the power to enforce policies, the outcomes of G20 summits have been highly influential to global policy.
The Fear of an Inverted Yield Curve
What Matters for Stocks
If you break the stock market down into its most basic elements only two things matter: earnings of companies and what investors are willing to pay for a dollar of earnings. This week, earnings season for the second quarter of 2018 was in full swing and investors are digesting the news.
The Calm Before the Storm?
Volatility returned to the markets this week with the S&P 500 declining by about one percent as investors followed political events in Washington, D.C. Interest rates were lower with the 10-year U.S. Treasury declining in yield from 2.36 percent to 2.22 percent.