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Perspectives

The latest market commentary and insights shared by our investment team.  Check in for regular updates.

4Q21 Market Commentary
4Q21 Market Commentary

December 31, 2021 SKBA Market Commentary

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The Long Wave Was Not a Friendly Gesture
The Long Wave Was Not a Friendly Gesture

January 19, 2022 After almost two years, and wave after wave after wave, it seems as though the COVID 19 pandemic will never come to an end. However, when one looks at the available data things may be getting better than you think around the globe. This can have profound impacts on the economy and who will benefit as COVID transitions to an endemic disease.

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The Change in the Change Can Change
The Change in the Change Can Change

November 30, 2021 The Change in the Change Can Change How confusing is it when the gyrations of economic data causes the markets to swing from expectations of a booming economy to fears of impending stagnation?

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3Q21 Market Commentary
3Q21 Market Commentary

September 30, 2021 SKBA Market Commentary

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Wrath of Kahn
Wrath of Kahn

September 14, 2021 Since when has such a progressive candidate been appointed to such a high profile position with so little partisan vitriol and fanfare? Ms. Lina Khan, for those still wondering, assumed her role as chair of the Federal Trade Commission (FTC) in June 2021 after being appointed by President Joe Biden. Chairing the FTC is no small task as Ms. Khan will be responsible for ensuring that no single company exerts undue and unfair power over its constituents…

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Let's Play...July Market Jeopardy!
Let's Play...July Market Jeopardy!

August 15, 2021 In an effort to bring some humor and levity to the “dog days of summer”, let’s take a random walk among a handful of nominally organized observations…beginning with the Answers and working back to the Questions.

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2Q21 Market Commentary
2Q21 Market Commentary

June 30, 2021 SKBA Market Commentary

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A Reflection on the Suspense in “Suspend”
A Reflection on the Suspense in “Suspend”

June 21, 2021 An update to our commentary from last April in regards to in regards to the wave of dividend suspensions washing over companies in the midst of the uncertain impact of the pandemic.

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