Person at computer looking at financial charts

Chapter 40: We Wish you a Dovish Holiday Season 

December 06, 2023 |Grace Wang Portfolio Management Practice

In our previous installment, we emphasized our baseline call of a soft landing for the US economy, wherein the Federal Funds Rate is sufficiently high enough to bring down inflation without triggering a recession.

Read more
Bear and bull statues

Chapter 39: The Most Widely “Pre-announced” Recession that may not Arrive

October 13, 2023 |Grace Wang Portfolio Management Practice

The investment markets are home to a broad spectrum of perspectives, and part of our role is to parse through this mosaic and develop an interpretational advantage that can then be used in informed decision making.

Read more