Blogs

Article | 7 min |
Quarterly market review: Q1 2023 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Staying the Course Speculation that the Federal Reserve will reverse course in its battle against inflation or change its policy target to a higher one is likely misplaced. A recession – hopefully a mild one -- is the most likely outcome with “policy triage” applied for unintended victims. The Federal Reserve’s (Fed) monetary tightening program recently had its first birthday. On March 15, 2022, the Fed increased its Effective Federal Funds Rate (Fed Funds Rate) by 25 basis points...
Article | 7 min |
Quarterly Market Review: Q4 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The New Map The post crisis economic and investment era is moving to the rear-view mirror as new drivers emerge. One year ago, we published our market review for the fourth quarter of 2021 and presented an outlook for 2022 that we termed “Shifting Gears.” Those shifts included our expectations for a significant tightening in monetary policy via interest rate increases and a decline in the Federal Reserve’s (Fed) balance sheet. That balance sheet of almost $9 trillion of U.S...
Article | 5 min |
Sustainability in agriculture ensures that existing demand is met without jeopardizing future plans. Adopting sustainable practices can improve the communities surrounding large-scale agribusiness operations—while supporting the business itself. However, implementing these changes can also prove challenging. Read more in our latest article. Every business, corporation, and company can leverage the benefits of sustainability to decrease their environmental impact while supporting their bottom line. Agribusiness is no different. Sustainability in agriculture ensures that existing demand is met...
Article | 7 min |
Throwing food away has severe consequences, including environmental harm, starvation, and financial waste. Thankfully, there are plenty of methods you can employ to decrease food waste in your QSR—while boosting profitability. Read more here as we discuss sustainability strategies to help your QSR sustainability strategy. The United States has a serious problem with food waste. Of the 229 million tons of food produced in the US in 2019, consumers, retailers, and restaurants wasted 35% of it. While charitable organizations donated some of this “surplus” to those in need, most of it wound up in...
Article | 7 min |
Quarterly Market Review: Q3 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer How much are recession expectations already priced in? The third quarter of 2022 will be remembered as the turning point in the battle against inflation. Global central banks, led by the U.S. Federal Reserve, appeared to decide that risking a recession would be preferable to risking rising inflation, and the markets took heed. U.S. equity markets started the quarter by recovering from earlier declines. This recovery was quickly upended by the Fed’s unsettlingly sharp interest rate...