In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth discusses the inflation trajectory—the single most important variable shaping the economic and market outlook in 2022. A pivotal element impacting the demand and supply sides of the inflation equation is the long‑awaited rotation from goods consumption to services.
In the November issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he likens investing to driving, with visibility as to our destination nine to twelve months from now, but not necessarily clarity on how we’ll get there. The near-term fogginess is linked to the uncertainty around the answers to these three important questions: Where are the workers? When will supply chain traffic jams clear? How high will U.S.
In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, who looks back on a nerve-racking month filled with whipsaw market volatility. Plus, weaker consumer activity led his team to revise down its 2021 full-year GDP forecast from 7.5% to 5.8%. He analyzes the four critical risks that continue to be at play and their potential impact on the team’s 9- to 12-month outlook.
