Understanding Market Cycles

3rd Quarter 2021 Market Outlook | Thrivent 700 350 Andrew McClellan

3rd Quarter 2021 Market Outlook | Thrivent

All eyes on the Federal Reserve.

Stimulus Proposal Could Add Fuel to Infrastructure Tailwinds | Cohen & Steers 700 350 Andrew McClellan

Stimulus Proposal Could Add Fuel to Infrastructure Tailwinds | Cohen & Steers

Why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.

Inflation and the Bond Market | Thrivent 700 350 Andrew McClellan

Inflation and the Bond Market | Thrivent

A recent uptick in inflation has investors thinking about the implications for the bond market.

Growth, Rates & Inflation | Franklin Templeton 150 150 Andrew McClellan

Growth, Rates & Inflation | Franklin Templeton

Macroeconomic views across investment teams. It turns out, not everybody agrees on the path forward.

Consumers Expect an Inflation Spike: Economists? Not So Much | FS Investments 400 200 Andrew McClellan

Consumers Expect an Inflation Spike: Economists? Not So Much | FS Investments

Consumers’ inflation expectations are about double economists’.

Whistling Past the Inflation Graveyard 700 350 Andrew McClellan

Whistling Past the Inflation Graveyard

Prices might be stickier than the Feds think.

Inflation is Part of the Plan 700 350 Andrew McClellan

Inflation is Part of the Plan

The shift in U.S. Federal Reserve policy over the past year may signal a preference to generate inflation

Q2 2021: Almost Home 700 350 Andrew McClellan

Q2 2021: Almost Home

Economic optimism is in the air and growth is expected to surge

Rising Rents Matter More to REITs Than Rising Rates 700 350 Andrew McClellan

Rising Rents Matter More to REITs Than Rising Rates

A strengthening economy may drive interest rates higher, but it can also give landlords greater ability to raise rents

On My Mind: Investment Strategies for a Booster-Shot Recovery 600 300 Andrew McClellan

On My Mind: Investment Strategies for a Booster-Shot Recovery

Investment views and strategies for the post-pandemic recovery.