Thoughts on the Market

Consumer prices reached an all-time high this past December, and a new year brings new challenges across inflation, wage growth and interest rates.----- Transcript -----Ellen Zentner Welcome to Though...

28 Jan 202210min

Despite two good years for Treasury Inflation-Protected Securities, or TIPS, a dramatic rise in real yields may be cause for investors to reexamine their potential for 2022.----- Transcript -----Welco...

27 Jan 20224min

2022 is likely to bring fresh challenges for the U.S.-China dynamic. Investors can expect an increase in non-tariff barriers and continued commitment to re- and near-shoring of supply chains in the US...

27 Jan 20222min

With inflation on the minds of consumers and the Fed reacting with a sharp turn towards tightening, 2022 may be a year for investors to focus on incorporating tax-efficient strategies into their portf...

26 Jan 20228min

All eyes are on the Fed as they implement a sharp pivot to account for higher inflation being felt by consumers and businesses alike. With these shifts we turn our attention to the ‘Ice’ portion of ou...

24 Jan 20223min

Higher levels of inflation have made it a hot topic among investors. While inflation’s effects cannot be avoided completely, there are some strategies that can help protect against the worst of them.-...

21 Jan 20222min

The foundation for the housing market remains healthy in 2022, with responsible lending standards and a tight supply environment, but, as the year continues, affordability challenges and a more hawkis...

20 Jan 20227min

In 2021, many expected the US dollar to face significant challenges yet the year ended with strong levels coming off a mid-year rally. As we look out at 2022, how much more can the dollar rise and whe...

19 Jan 20223min