Ansari & Hodgins Insights - Update from the Fed and the U.S. economic data

June 14, 2024 |Trevor Hodgins

... we believe that we remain in a window of time where the range of potential U.S. economic outcomes remains wider than normal given the significant change in interest rates that occurred over the past few years...

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A&H Insights - March 11, 2024

March 11, 2024 |Ahsen & Trevor

In recent months, concerns have re-emerged in the U.S. regional bank sector, with investors focused on potential losses in commercial real estate loans. These loans are disproportionately held by small to mid-size U.S. banks.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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A&H Insights - U.S. Economy

February 13, 2024 |Ahsen & Trevor

Expectations that central banks will lower interest rates in the coming months have moderated recently. Meanwhile, the global equity market is off to a reasonably good start this year, driven once again by the U.S. market and large-cap technology

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A&H Insights - June 6, 2023

June 06, 2023 |Ansari & Hodgins Group

Ahsen & Trevor provide their thoughts and insights on the markets.

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A&H Insights - March 17, 2023

March 17, 2023 |Ansari & Hodgins Group

Ahsen & Trevor provide their thoughts and insights on the markets.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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