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.

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.

Our investment team reviews 2020 and provides analysis on what’s on the horizon for fixed income markets. Read now to see where there is opportunity but tempered with potential risk.

As we start the new year Shannon Saccocia, Chief Investment Officer digs into three trends we’re watching, the pandemic, politics, and pent up consumer demand.

New legislation includes direct cash payments, Federal unemployment extension, more PPP loans, and tax deductibility of costs covered by PPP loans.

While the Senate races in Georgia hang in the balance, we review what we can expect from the Biden administration after inauguration day.

After a strong summer recovery in both consumer spending and manufacturing output, a second surge of Covid-19 has taken hold in the U.S. and Europe, putting the global economic recovery in jeopardy as the calendar turns to 2021.

Resistance to a fourth round of economic stimulus is softening. We provide a brief analysis of what to expect should this legislation pass.

With so many acronyms adding confusion, we provide an overview of what value-based investing is and the opportunity for investors.

Through the first quarter of 2020 fixed income markets have withstood historic volatility. Our investment team reviews actions taken by the Fed, corporate and muni activity, and what our expectations are going into the second quarter.