RESOURCES

OUR RESOURCES

01

Sep

Viewpoints September 2021
Blog
 /  By webmaster
SLOWING BUT SUSTAINABLE GROWTH The momentum continues under this remarkable recovery, with strong economic growth and profitability that have driven the equity rally. These gains have some investors wondering when the “good times” will end. Global growth is expected to peak at over 6.5% in the third quarter. For the full-year 2021, growth is expected...
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01

Sep

Viewpoints September 2021
Viewpoints September 2021
Blog
 /  By webmaster
SLOWING BUT SUSTAINABLE GROWTH The momentum continues under this remarkable recovery, with strong economic growth and profitability that have driven the equity rally. These gains have some investors wondering when the “good times” will end. Global growth is expected to peak at over 6.5% in the third quarter. For the full-year 2021, growth is expected...
Read More

24

Aug

How does the $1T Infrastructure Bill affect your ITC Portfolio?
Blog
 /  By webmaster
On Tuesday, August 10th, the U.S. Senate passed a $1 trillion bipartisan infrastructure bill on a 69-30 vote. The Infrastructure Investment and Jobs Act focuses on investment in roads, railways, bridges, and broadband internet among other things. Assuming the bill passes in the House and is signed into law, how could this impact your portfolio...
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24

Aug

How does the $1T Infrastructure Bill affect your ITC Portfolio?
How does the $1T Infrastructure Bill affect your ITC Portfolio?
Blog
 /  By webmaster
On Tuesday, August 10th, the U.S. Senate passed a $1 trillion bipartisan infrastructure bill on a 69-30 vote. The Infrastructure Investment and Jobs Act focuses on investment in roads, railways, bridges, and broadband internet among other things. Assuming the bill passes in the House and is signed into law, how could this impact your portfolio...
Read More

04

Aug

Viewpoints August 2021
Blog
 /  By webmaster
REDUCING SENSITIVITIES A mid-year slowdown has not yet appeared in the global economy or equity markets. But we have seen a notable drop in interest rates, which is curious in the face of hotter than-expected inflation reports. As shown below, rates have fallen steadily since a peak at the end of the first quarter, for...
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04

Aug

Viewpoints August 2021
Viewpoints August 2021
Blog
 /  By webmaster
REDUCING SENSITIVITIES A mid-year slowdown has not yet appeared in the global economy or equity markets. But we have seen a notable drop in interest rates, which is curious in the face of hotter than-expected inflation reports. As shown below, rates have fallen steadily since a peak at the end of the first quarter, for...
Read More

21

Jul

Quarterly Review Q2 2021
Blog
 /  By webmaster
SEEING THE WHITES OF INFLATION’S EYES Debating whether the Federal Reserve (Fed) will “fire” against oncoming inflation is a fitting analogy as America turns 245. Troops defending Bunker Hill* during the early stages of the American Revolutionary War were told not to fire until they saw the “whites of the eyes” of opposing forces. Federal...
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21

Jul

Quarterly Review Q2 2021
Quarterly Review Q2 2021
Blog
 /  By webmaster
SEEING THE WHITES OF INFLATION’S EYES Debating whether the Federal Reserve (Fed) will “fire” against oncoming inflation is a fitting analogy as America turns 245. Troops defending Bunker Hill* during the early stages of the American Revolutionary War were told not to fire until they saw the “whites of the eyes” of opposing forces. Federal...
Read More

29

Jun

Viewpoints July 2021
Blog
 /  By webmaster
PASSING THE BATON The stock and bond markets look ahead at least six months, discounting what investors think are the most likely outcomes for growth, inflation and other key inputs. So it is critical to differentiate between what is likely behind us, what is the current state of affairs, and how things will likely differ...
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29

Jun

Viewpoints July 2021
Viewpoints July 2021
Blog
 /  By webmaster
PASSING THE BATON The stock and bond markets look ahead at least six months, discounting what investors think are the most likely outcomes for growth, inflation and other key inputs. So it is critical to differentiate between what is likely behind us, what is the current state of affairs, and how things will likely differ...
Read More