Capital Perspectives May 2022

Tony Roth |
Investment Management
Capital Perspectives

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains that, after an extraordinarily volatile and disappointing stock market in April, we analyze the current economic and market forces at play and set our sights on May and beyond. First, we take an in-depth look at inflation expectations and supply-demand shifts against a dicey backdrop that includes a cloudy supply-chain outlook and COVID outbreaks anew in China.

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Capital Perspectives April 2022

Tony Roth |
Investment Management
Capital Perspectives

In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains how in a matter of weeks, it feels as if there have been decades worth of change, from economic, market, and geopolitical perspectives. The S&P 500 has responded with the first negative quarterly return in two years. At the same time, the index is down just 5.

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Capital Perspectives March 2022

Tony Roth |
Investment Management
Capital Perspectives

In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains that while the horrors unfolding in Ukraine are deeply upsetting at every level, it is our job as investors to separate emotions from the facts that might alter our 9–12-month view of the economy and financial markets at a time of heightened geopolitical turmoil.

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