From this author
2023 Investment Outlook: Will We Win the Fight Against Inflation?
by Thomas Lee, Co-President and Chief Investment Officer
December 9, 2022
It was a banner year for tax-loss harvesting and Fed tightening. But what opportunities lie ahead for 2023?
How Can Investors Ease the Effects of Inflation?
by Thomas Lee, Co-President and Chief Investment Officer
September 14, 2022
When inflation brings stock and bond prices too close together, it’s time for investors to build diversification.
Midyear Investment Outlook: Three Actors to Watch in 2022’s Inflation Special
by Thomas Lee, Co-President and Chief Investment Officer
July 5, 2022
As investors wait for inflation to settle down, diversification and rebalancing provide better protection than market timing.
What We Talk About When We’re Talking About Inflation
by Thomas Lee, Co-President and Chief Investment Officer
March 3, 2022
The BLS publishes the CPI, the BEA publishes the PCE using the NIPA, markets expect hikes in bps from the FOMC, and investors say OMG. It all spells inflation—but in two different ways.
2022 Investment Outlook: Fed Actions Likely to Dominate Headlines
by Thomas Lee, Co-President and Chief Investment Officer
January 4, 2022
The coming year should yield a fresh crop of economic surprises and some market uncertainty.
Too Much of a Good Thing: Unwinding a Concentrated Stock Position
by Thomas Lee, Co-President and Chief Investment Officer
August 9, 2021
It may feel daunting to reduce single-stock risk, but implementing a staged diversification plan in tandem with a separately managed account makes it possible to do so tax efficiently.
Transitioning to a New Market Cycle Requires a Fresh Look at Risk
by Thomas Lee, Co-President and Chief Investment Officer
June 21, 2021
Investor anxiety is shifting from the impact of COVID-19 to the changes that may come with the removal of stimulus measures. We share three ways to prepare your portfolio.
US Census Data Reveals Population Pressures for Investors
by Thomas Lee, Co-President and Chief Investment Officer
June 3, 2021
The US population has just seen its lowest growth rate since the Great Depression. How will this ripple throughout the economy and the markets?
Is Inflation Around the Corner?
by Thomas Lee, Co-President and Chief Investment Officer
March 22, 2021
Haunted by double-digit inflation of the past, some fear the US economy is poised for runaway inflation. Given how successfully the Fed has anchored expectations, that seems unlikely.
Why Customization Is the Investment Industry’s Watchword in 2021
by Thomas Lee, Co-President and Chief Investment Officer
February 1, 2021
It’s not unusual for pension plans to have a sizable mismatch to interest rates and credit spreads. How much might that mismatch hurt in 2021?