Market Commentary

Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment

Core Strategy
Will Wurm
Will Wurm

PDF download Q4 2021 : Inflationary Pressures

Summary: As we enter 2022 there is a perceptible shift in investor sentiment. Elevated inflation, lingering beyond what most consider transitory as evidenced by the consumer price index climbing at an annual rate not seen since 1982, will begin to negatively impact living standards, spending, and growth if it does not abate.

Past issues:     Q3 2021     Q2 2021     Q1 2021     Q4 2020    

Municipal Fixed Income
Evan Slater
Stephen Steglitz

 

 

PDF download Q4 2021 : Municipal Market Update

Past issues:     Q3 2021     Q2 2021     Q1 2021     Q4 2020