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Here you will find video recordings regarding our investment management process, market commentary, and more. Videos are sorted with the most recent appearing at the top. Not seeing what you are looking for? Try using our search bar or pagination at the bottom.

Research Supplement: The Fed and Interest Rate Expectations

Research Supplement: The Fed and Interest Rate Expectations

Summary On March 15th, in a highly telegraphed move, the Fed took its first step in attempting to combat inflation. Recently, expectations of the Fed’s meeting have shifted around quite a bit, which can drive short-term equity volatility. With inflation and the Fed...

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February 2022 Market Commentary

February 2022 Market Commentary

Welcome to our first monthly market commentary video featuring our Director of Investment Management, Ted Kouba. This month, Ted covers a brief market overview, the Russia/Ukraine conflict, energy costs, Fed expectations, inflation expectations, and the four elements...

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