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Perspectives

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

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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1Q21 Market Commentary
1Q21 Market Commentary

March 31, 2021 SKBA Market Commentary

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Pendulums II Value vs Growth
Pendulums II Value vs Growth

March 31, 2021 We've started to see a turn in favor of Value that we believe could be the start of a prolonged shift towards new market leadership.

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The Great Inflation Awakening
The Great Inflation Awakening

February 26, 2021 For the first time in decades could we be seeing the signs of inflation? How is the Fed prepared to act?

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