January 11, 2021 Financial Perspectives

2020 had some very real rollercoaster moments – the question for markets and the economy is whether there is any reason to think they won’t hold up during and after our latest ride?

December 7th, 2020 Financial Perspectives

1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market

August 21, 2020 Financial Perspectives

0:50 - In the News: August 10th - August 21st
2:46 - What Is “Aseasonality” and Why Can It Lead to Impatience?
4:30 - Historical Disruptions
5:50 - Behavioral Biases: Why Does This Seem So Bad?

June 8, 2020 Financial Perspectives

1:45 - Last Week's News
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?

May 29, 2020 Financial Perspectives

0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive

April 24, 2020 Financial Perspectives

Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

April 17, 2020 Financial Perspectives

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.

April 24, 2020 Financial Perspectives

Kent gives a quick recap of market performance so far this year and why it’s important for investors to stay invested. He also takes a look at the oil price shock and how oil and energy prices have affected the economy historically.

April 17, 2020 Financial Perspectives

Kent gives a recap of the market over the past week including a look at the current state of unemployment. He also takes a look back at the past 20 years of asset class returns.