INSIGHTS

Ask him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.

The emergence of the new COVID variant, Omicron, has returned volatility to markets. The Fed's decisions on tapering and interest rates won't help fix the global supply chain issues or inflation. Executive Vice President of Investment Management, Doug Loeffler, shares his insights and perspectives in today's Market Minute.

With the anticipation of the Fed's announced tapering and the expectation of raising interet rates, there has been an uptick in chatter surrounding bond alternatives. Senior Portfolio Specialist, Bill Phillips, shares his insights on the subject in this week's Market Minute.

Preferred securities, more commonly referred to as preferred stocks, are an often-underutilized asset class by many fixed income managers. In today’s Market Minute, Executive Vice President of Investments, Doug Loeffler, shares his insights as to why he believes this stock/bond hybrid asset class is an attractive investment diversifier.

Senior Floating Rates and Bank Loans are asset classes that are well suited to provide income during periods of rising short-term interest rates. The upside is tantalizing -- but beware of the downside. Executive Vice President of Investments, Doug Loeffler, interprets the fine print in utilizing these asset classes to combat rising short-term interest rates in this week's Market Minute.

As we close out the third quarter, it's a great time to take a look back at the markets. We've seen improvement in many areas, but there are still some challenges to overcome. EVP of Investment Management, Doug Loeffler, shares his observations and insights in this week's Market Minute.

In today’s day and age, nobody will contest the fact that investing carries a tangible emotional burden. This manifests more prominently for investors when volatility enters the markets and sell decisions need to be made. EVP of Investment Management, Doug Loeffler, shares his insights into this primal fight or flight reflex in this week’s Market Minute.

In this week's Market Minute EVP of Investment Management, Doug Loeffler, shares his thoughts on the pandemic economic recovery, current risks in the markets investors should be aware of, including continued supply chain disruptions, rising COVID cases, and inflation concerns, and why we believe having a repeatable investment process is so important.