Understanding Market Cycles

Economic and Market Outlook 700 350 sgi@smithgroupinc.com

Economic and Market Outlook

… Cautious optimism.

Will Nothing Brake this Market? 700 350 sgi@smithgroupinc.com

Will Nothing Brake this Market?

‘Buy the dips’ continues to be the prevailing philosophy.

Income and Inflation: What You Should Know 700 350 sgi@smithgroupinc.com

Income and Inflation: What You Should Know

A multi-asset approach may help you face uncertainty in the second half of 2021.

Absolute Return for an Uncertain World 350 175 sgi@smithgroupinc.com

Absolute Return for an Uncertain World

Absolute return strategies have successfully navigated the challenges markets currently face.

Stimulus Proposal Could Add Fuel to Infrastructure Tailwinds 700 350 sgi@smithgroupinc.com

Stimulus Proposal Could Add Fuel to Infrastructure Tailwinds

Why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.

Growth, Rates & Inflation 150 150 sgi@smithgroupinc.com

Growth, Rates & Inflation

Macroeconomic views across investment teams. It turns out, not everybody agrees on the path forward.

Consumers Expect an Inflation Spike: Economists? Not So Much 400 200 sgi@smithgroupinc.com

Consumers Expect an Inflation Spike: Economists? Not So Much

Consumers’ inflation expectations are about double economists’.

Whistling Past the Inflation Graveyard 700 350 sgi@smithgroupinc.com

Whistling Past the Inflation Graveyard

Prices might be stickier than the Feds think.

Inflation is Part of the Plan 700 350 sgi@smithgroupinc.com

Inflation is Part of the Plan

The shift in U.S. Federal Reserve policy over the past year may signal a preference to generate inflation

Q2 2021: Almost Home 700 350 sgi@smithgroupinc.com

Q2 2021: Almost Home

Economic optimism is in the air and growth is expected to surge