March 27, 2024
Portfolio Manager Insights | How Residential and Commercial Real Estate Impacts Markets – 3.27.2024

With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and jobs have been positive, putting the Fed in a position to cut rates later this year, there are still many concerns in areas such as real estate. This is because real estate […]

March 20, 2024
Portfolio Manager Insights | What Fed Rate Cuts and Disinflation Mean for Long-Term Investors – 3.20.2024

Markets continue to be driven by artificial intelligence stocks and the timing of the Fed’s first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health of the economy. They are also the result of the pandemic-era easy money policies and fiscal stimulus measures that led to booms in the tech […]