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Investment Management
Third Quarter 2023 Insight
Government responses to COVID-19 and its after-effects have been enormous. Given the magnitude of these actions and responses, it's hard to...
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Investment Management
Second Quarter 2023 Insight
We discuss the Fed’s challenges, inflation, as well portfolio management strategies during times of shifting economic and market conditions.More
Investment Management
Market Perspective: Regional Bank Update
Our team summarizes the recent bank failures and offers a perspective on the current state and a potential hurdle for regional banks.More
Investment Management
Market Perspective: Silicon Valley Bank Run
This is the 2nd largest banking failure since 2008. The failure of any financial institution can lead to public concern or waning confidence.More
Investment Management
Market Perspective: A Deeper Look at Bear Market Rallies
A deep dive into bear market rallies, periods in which financial assets temporarily rebound during a severe and longer-term pullback...More
Investment Management
First Quarter 2023 Insight
The story for 2023 will shift from inflation and center on economic growth and its impacts on corporate profits and unemployment.More
Investment Management
What Comes Next: The Potential Hazards of a Future Recession
In this market perspective, we discuss our policy and investment outlook. We outline the environment leading up to a potential recession.More
Investment Management
Fourth Quarter 2022 Insight
Skilled investing, like good driving, means proceeding along one’s journey at a reasonable and safe pace, using sound decision making.More
Investment Management
Market Perspective: The Future for Bonds is Looking Up
Bond investors are generally willing to forego higher returns and expect to receive lower, steadier returns with smaller losses. Over the past year, this expectation…More
Investment Management
Market Perspective: Volatile Times
As the Federal Reserve continues raising rates, recession fears have resurfaced and triggered equities to resume the selloff that began earlier this year.More
Investment Management
Third Quarter 2022 Insight
Frothy markets driven by globalization, easy monetary policies and a wave of capital during the pandemic have shifted to real risks of a recession or…More
Investment Management
Nationalization: The Tidal Power Surge
Globalization, and its deflationary effects, are receding as global trading alliances grow. Find out what that could mean for investors.More
Investment Management
Investment Spotlight: From Inflation to Recession Concerns
As the Federal Reserve tries to rein in inflation with rate increases, talk of an impending recession has increased. See how that impacts home buyers,…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Managing Director in Planning Strategy & Research, Member of Board of Directors, Partner
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Malik Dawood
Director in Tax Services
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Director in Wealth Management, Partner
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Stephen Kawasaki
Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
