Market & Economic Perspectives

Value Is Growth, and Growth Is Value?
Where do growth and value investors stand as we enter 2020? Until the opportunity set becomes clearer, managing risk is particularly important.
Market & Economic Perspectives
Inflation Versus Wage Growth
Take a closer look at the relationship between income and inflation and get a primer on how to read through economic statistics.
Market & Economic Perspectives
Investing in an Election Year
Will we see market volatility in 2020 as a result of political uncertainty and investor bias? Here's what history tells us about election-year investing.
Market & Economic Perspectives
Approaching Economics with Humor: Some Favorite Videos
To ring out the year, Commonwealth CIO Brad McMillan shares some videos that approach economics with humor.
Market & Economic Perspectives
The Next Decade: A Humble Approach to Predictions
Economic growth and market returns are likely to be lower this decade than over the last one. But there are still possibilities ahead.
Market & Economic Perspectives
Is Credit a Cause for Concern?
What's happening in credit—and is it a cause for concern? Commonwealth's Nicholas Follett says now is not the time to be complacent in the debt markets.
Market & Economic Perspectives





