Financial Insights

Most of us follow the markets and interest rates on a day-to-day basis, and this takes up a lot of time and attention because they tend to have a more short-term and immediate impact on markets. Yet, climate change by comparison is often viewed as a slower moving issue that we don’t know when or where…

Our investment thesis since early 2022 has been that the Federal Reserve will continue to raise rates and keep them at a high level until either inflation returns to target or “something breaks” in the form of a major financial crisis. The failures of regional banks Silvergate, Silicon Valley Bank (SVB) and Signature Bank earlier…