Market Insights, Market Outlook
The global economy has moved beyond the pandemic recession of 2020. Monetary and fiscal support and a rapidly developed vaccine provided support to allow the world to enter a durable recovery. Supply chain disruptions have persisted, and inflation is now higher than...
Market Insights, Market Outlook
Each year, the Oreana Portfolio Advisory Service releases its Medium-Term Global Outlook. This important document looks out over the next five years to identify themes and actions that we expect will improve portfolio outcomes. In 2020, we successfully navigated the...
Market Insights, Market Outlook
Each year, the Oreana Portfolio Advisory Service releases its Medium-Term Global Outlook. This important document looks out over the next five years to identify themes and actions that we expect will improve portfolio outcomes. In 2020, we successfully navigated the...
Market Insights, Market Outlook
At the November FOMC policy meeting, the US Federal Reserve announced it would slow the pace of its asset purchases. This is a process known as tapering. The Fed well and truly forewarned markets it was coming. The clear communication prevented a bond market sell-off,...
Market Insights, Market Outlook
At the November FOMC policy meeting, the US Federal Reserve announced it would slow the pace of its asset purchases. This is a process known as tapering. The Fed well and truly forewarned markets it was coming. The clear communication prevented a bond market sell-off,...
Market Insights, Market Outlook, Medium-Term Global Outlook
We recommended in 2020 that investors should prepare for a shock, review the resilience of their portfolios, and position to reduce surprises. Investors who did so experienced strong risk-adjusted returns over the year. We think 2021 represents the start of a new...
