Posts by CCR Investment Committee

Take a look into the current state of the market with our June 2021 market outlook, written by CIO John Maher!

Take a look into the current state of the market with our February 2021 market outlook, written by CIO John Maher!

We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental.

Take a look into the current state of the market with our March 2019 Market Outlook.

The exogenous nature of factors affecting agriculture and energy prices has kept us from abandoning—or adding to commodities for the last nine months.

This Outlook edition has (uncharacteristically) trod lightly on economic numbers and interest rate narratives. Suffice to say, the numbers have remained quite strong since our last e-mail in August.

2017 was a remarkable year. We jumped from a pessimistic tone in the media’s assessment of global markets and economics throughout 2016 to comparisons of the 1990’s technology stock-market bubble in the span of about six months. 

This market has seemed to defy odds and expectations given the pressures of the current highly politicized environment.