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From insights into how the US election could affect fiscal and monetary policy to the future of inflation to notable names in our discretionary models, we offer accessible insights on our investment strategy.
Fixed income markets in 2022 provided a painful reminder that despite a 40-year bull run in bonds, yields can’t keep falling forever. We examine how this multi-decade trend has distorted the market’s view of “normal” and why we think it’s important for investors to understand that this tailwind is now behind us.
The wind isn’t always at our back in the investing world. Hear Ryan’s thoughts on today’s geopolitical and macroeconomic headwinds and their impact for markets and portfolio positioning.
