How did markets behave the last time taxes were raised?
Thought Leadership
What I Care About This Week | 2021 March 8
The Summary The roller-coaster ride continued last week as investors digested higher rates, a commitment from the Fed to keep easy money flowing, and no commitment from the Fed to arrest the rise in rates. It is widely believed that…
What I Care About This Week | 2021 Mar 1
Inflation worries have pushed markets around, and this week sees important data on economic fundamentals. I'm most interested in the failure of diversification and how to protect portfolios.
What I Care About This Week | 2021 Feb 22
Everyone is worried about inflation all of a sudden. Though a risk, here is why I don't see inflation running away just yet.
Achieving Goals While Making an Impact
Impact investing has grown considerably over the past several years. According to the Global Impact Investing Network, the total size of the impact investing market has grown by about 14% per year since 2015. It is clear that many investors…
What I Care About This Week | 2021 Feb 15
From earnings results to the latest round of stimulus, here is what I care about this week.
What I Care About This Week | 2021 Feb 8
by Franklin J. Parker, CFA The Summary Jobs data last week showed considerable weakness in the labor market through January. While this would normally be bad news, poor data provides cover for the Federal Reserve to continue printing money (called…
Let’s Talk About Risk
by Franklin J. Parker, CFA When most people think about risk in an investment context, they think of one thing: losing money. What most of us never stop to think about is why. Why are we afraid of losing money?…
What I Care About This Week | 2021 Feb 1
Franklin J. Parker, CFAchief investment officer The Summary The Volatility of last week is likely to continue into this week as investors watch for the risk that large fund failures lead to a systemic problem.We get a read on the…
