Our goal for Investment Perspectives is for it to be one of the ways that we communicate our thinking (past and present) to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts or questions.
Latest Investment Perspectives
Overcrowded?
As the most recent quarter came to a close, the market continues to find itself in a “risk on” environment. As the major stock indexes continue to hit all-time highs, many investors have grown complacent, with the end of this bull market nowhere in sight–inflation and interest rates are trending down, a “business friendly” administration is leading in the polls, and artificial intelligence and obesity drugs carry the potential to fundamentally reshape how we live our lives. Over recent quarters, investing in the stock market has delivered on that optimism. While we are as pleased as the next investor, we must admit that many of the dynamics that are driving stocks higher give us pause. In this Investment Perspectives we highlight several of the dynamics drawing our concern and highlight how we are navigating this environment.
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