Blog posts by tag

Quarterly Market Review: Q2 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager An Unsinkable Economy? A tight labor market and continued high consumer demand appear to have staved off a recession – possibly until 2024 (if even then). This resilience has meant continued inflationary pressures and points toward …

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 …

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 …

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 …

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 …