Is Inflation Starting to Impact Equity Returns?
by Steven Vanelli, CFA, Knowledge Leaders Capital Fed funds futures for 2022 and 2023 have broken out to…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Fed Policy Continues to Support Cyclical Stocks
by Bryce Coward, CFA, Knowledge Leaders Capital Today at the annual Jackson Hole Economic Symposium, Federal Reserve Chairman…
What Are the Culprits for Recent Equity Weakness
by Just when everyone thought we had COVID-19 whipped, the delta variant came along and US cases inflected…
Hereās Why the US May Have a Housing Boom for the Next 5 Years
by Bryce Coward, CFA, Knowledge Leaders Capital The United States is just at the beginning of a housing…
Is the Re-Opening/Value Trade Over?
by Interest rates have been falling in recent months leading some to speculate that the āre-openingā trade has…
The Market Is Looking Through Hot Inflation, For Now
by Bryce Coward, CFA, Knowledge Leaders Capital This week saw some doozy inflation readings beginning on Wednesday with…
