Déjà Vu: The Debt Ceiling Showdown

Déjà Vu: The Debt Ceiling Showdown

Key Takeaways: We expect the debt ceiling to be raised in time to avoid a default – keep in mind that the media typically plays into the drama of it all to gain viewership. Our investment philosophy is to manage risk first, which we typically do through proper...
Are We in a Recession?

Are We in a Recession?

Key Takeaways: Although we may not be in a recession quite yet, the risk of one is high. Stock markets tend to bottom out and rebound during recessions. We are staying up in credit quality to avoid bond defaults and extending duration to position for when rates fall;...