Posts you may be interested in
As vaccination rates improve, fiscal stimulus continues and more businesses reopen, the U.S economy is poised for normalcy. Unfortunately, the majority of fixed income sectors has not benefited from these developments. Digging into recent economic activity uncovers the factors involved in the lackluster Q1 performance of many fixed income sectors.
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In this week’s CIO Update, Shannon Saccocia recaps the first quarter of 2021 and offers her take on three critical factors impacting market behavior over the next several quarters. Listen now.
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In this week’s CIO Update, Shannon Saccocia takes a deeper look at the energy sector. From the infrastructure boom to changes over the last few decades and threats to current favorable pricing. Listen now.
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Three vaccines, warmer weather and another massive fiscal stimulus package have set up the U.S. economy for a substantial surge in the back half of 2021. Yet, equity investors appear concerned, despite the potential positive implications for companies globally.
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With massive stimulus just passed in Washington it’s not surprising that the market is reacting to these significant fiscal policy moves. In this week’s CIO Update, Shannon Saccocia puts potential inflation into perspective. Listen now.
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Lately, it might feel hard to take a deep breath and see the upside. This week, Shannon Saccocia, Chief Investment Officer, takes a cue from her yoga practice to make sense of short-term market churn. Listen now.
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Seeking engagement? This week, Shannon Saccocia, Chief Investment Officer examines the digital landscape and the factors impacting tech stocks and discusses where investor opportunities may be when we’re all vying for attention. Listen now.
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As the second phase of COVID-19 in the United States weighs on confidence and economic activity, expectations for a cyclical rebound abound, driving asset flows and creating a foundation for a springtime bounce.
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As macro forces play a stronger role in market performance, corporate earnings have become a less effective barometer of share price movement. Shannon Saccocia examines the factors impacting stocks and discusses opportunities for the back half of 2021.
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Understanding the potential Biden administration tax agenda is complex. Shannon Saccocia reviews what investors can expect from an increase in corporate and capital gains taxes during the first half of Biden’s term. Listen to our weekly CIO Update podcast now.
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