Digging Beneath the Surface of the Market Yields Opportunities
05.04.22 The S&P 500 has shed about 12% of its value this year, led by a drubbing […]
Rate Hike #1: Should Investors Be Cheering?
03.17.2022: As expected, Chairman Powell’s Federal Open Market Committee raised rates by a quarter point on Wednesday […]
The Costs of Isolating Russia
03.02.2022: Russia’s invasion of Ukraine, representing Europe’s worst security crisis since World War II, has sparked global […]
The Canary Died
02.22.2022: The credit spread metric is our canary in a coal mine. Credit conditions – the availability […]
Valuation Vulnerabilities
02.15.2022: Investors rode into 2022 on a wave of easy money and strong economic growth. Interest rates […]
Five Themes For 2022
As we peer out into 2022 through Cresset’s Macro Investment Strategy lens, we see slower growth, lower […]
Are Bitcoin Futures the Future of Bitcoin Investing?
11.05.2021: With $2 trillion in market value and 200 million users, digital currency is gaining financial market […]
Shortages and Margins
10.14.2021: The global pandemic redefined global trade. Peak infections last year prompted a worldwide scramble for personal […]
Interest Rates to Rise, but How High Is Up?
10/7/21: Equity investors are looking forward to Q4, hoping it plays out better than last quarter. Beset […]
We’re Drowning in Liquidity . . . Are Risk Takers All Wet?
09/09/2021: Liquidity, the abundance of money to borrow spend and invest, is the lifeblood of risk taking. […]
Is the US Destined to Follow in Japan’s Footsteps?
8/25/21: Navigating the investment landscape requires investors to recognize trends. Cyclical trends ebb and flow with the […]
Generating Income in Today’s Marketplace
07.28.2021: Generating income in today’s market can seem as futile as “trick-or-treating” the morning after Halloween. Gone […]
Cresset’s 2021 Moneyball Study
7/12/21: It’s that time of year again: Major League Baseball’s (MLB) All-Star break, a time when investors […]
Synchronized Swimming in the Global Monetary Pool
6/30/21: The pandemic took a toll on the global economy with its resultant lockdowns and travel restrictions, […]
Munis Vulnerable to Fed Policy Shift
6/16/21: The Federal Open Market Committee (FOMC), the rate-setting arm of the Fed, is meeting Tuesday and […]
Assessing the Markets with Cresset’s Five Factors
6/3/21: Fueled by the prospect of reopening, most major equity markets have enjoyed double-digit gains for the […]