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Perspectives

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

2Q 2022 Market Commentary
2Q 2022 Market Commentary

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.

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SKBA Named to PSN Top Guns List
SKBA Named to PSN Top Guns List

June 7, 2022 SKBA Capital Management Named to PSN Top Guns List of Best Performing Strategies for Q1 2022

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1Q22 Market Commentary
1Q22 Market Commentary

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.

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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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