Resource Articles

Upon Further Review 3Q 2023: The Current Situation of Valuation Dislocation

Financial markets have provided a smorgasbord of performance results across asset classes and indices through the first three quarters of 2023. It is against this backdrop that we focus this installment of Upon Further Review on equity relative valuations, multiple expansion, and market implications heading into 2024.

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Upon Further Review 2Q 2023: Inopinatum Expectus & Leading Economic Indicators

Looking back at the events that transpired across financial markets in the first half of 2023, we can’t help but think of an old Latin proverb: inopinatum expectus, or “expect the unexpected.” What might the 2H 2023 markets have in store? While difficult to predict, we believe the outcome may be informed by the topic of this quarter’s Upon Further Review installment: Leading Economic Indicators.

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Upon Further Review: The Importance of Diversified Fixed Income

Lessons abound from recent events, and against this backdrop, this quarter’s Upon Further Review examines the significance of diversification within fixed income portfolio allocations.

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Upon Further Review: Money Supply & The Velocity of Money

In this installment of Upon Further Review, we explore a less frequently discussed driver of inflation by exploring two topics: Money Supply and the Velocity of Money.

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Upon Further Review 3Q 2022: The Beveridge Curve

We're pleased to kick off our new quarterly Market Commentary series, Upon Further Review, with a discussion of the Beveridge Curve and its relation to recent rate-setting actions by the Federal Open Market Committee.

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