Blog posts by tag

Quarterly Market Review: Q2 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager An Unsinkable Economy? A tight labor market and continued high consumer demand appear to have staved off a recession – possibly until 2024 (if even then). This resilience has meant continued inflationary pressures and points toward …

Businesses across the U.S. displayed a great deal of resilience over the last year as they overcame various post Covid challenges. Many challenges from 2022 have spilled over into 2023 and new obstacles have left some business leaders uneasy. As the Fed continues to wrestle with inflation and the labor war carries on, having a reliable financial …

Quarterly market review: Q1 2023 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Staying the Course Speculation that the Federal Reserve  will reverse course in its battle against inflation or change its policy target to a higher one is likely misplaced. A recession – hopefully a mild one -- is the most …

Quarterly Market Review: Q4 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The New Map The post crisis economic and investment era is moving to the rear-view mirror as new drivers emerge. One year ago, we published our market review for the fourth quarter of 2021 and presented an outlook for 2022 that we …

Sustainability in agriculture ensures that existing demand is met without jeopardizing future plans. Adopting sustainable practices can improve the communities surrounding large-scale agribusiness operations—while supporting the business itself. However, implementing these changes can also prove challenging. Read more in our latest article. Every …