The latest market commentary and insights shared by our investment team. Check in for regular updates.
June 30, 2022 “It isn’t what you make; it’s what you keep that matters.” SKBA gave voice to this idea over a dozen years ago and it could not be more relevant for investors than it is today.
June 7, 2022 SKBA Capital Management Named to PSN Top Guns List of Best Performing Strategies for Q1 2022
The stock market’s first quarter decline could be attributed to a number of factors—Omicron, the war in Ukraine, the highest year over year consumer price inflation in 40 years, labor shortages, and/or continued supply chain disruption.
December 31, 2021 SKBA Market Commentary
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.
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?
September 30, 2021 SKBA Market Commentary
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…