Economic & Market Update Does the U.S. Equity Market Suffer From “Bad Breadth”? One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the S&P 500 Index has been dominated by a small number of mega-cap technology stocks…
Economic & Market Update Second Quarter 2023 Review and Forecast Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.
Economic & Market Update Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar World In an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized opportunities. Through reshoring, companies can build resilience, stability, and prosperity by bringing production back to domestic or regional markets. This white paper explores the transformative potential of reshoring, uncovering strategies for success in an interconnected global landscape.
Economic & Market Update The Debt Ceiling: Where We Are, Where We’re Headed The U.S. Treasury is approaching the limit of its borrowing capacity, and if the debt ceiling is not raised soon, the government may face a default. This article explores the current situation and the potential consequences of a default.
Financial Planning Cash is Back: Exploring Alternatives to Traditional Bank Accounts With the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction. In March, 3 Month Treasury Bills reached a yield as high as 5%, further turning cash from a zero-yielding liquidity management tool to an attractive asset class of its own. Bank checking and savings accounts have […]
