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 10 Predictions for 2022 – Q1 2022 Update 

April 20, 2022 Marcos Juarez

Our view is that the equity market is in a tug of war between a good earnings tailwind and a… Read More >

Steward Economic and Fund Commentaries 1Q 2022

April 19, 2022 Marcos Juarez

Crossmark Economic and Strategy Commentaries 1Q 2022 

April 19, 2022 Marcos Juarez

Accepting Average – The likelihood of mediocre future returns

March 3, 2022 Marcos Juarez

Over the last 10+ years, U.S. equity outperformance has been caused by increased profit margins, the accretive impact of share… Read More >

Crossmark Economic and Strategy Commentaries 4Q 2021

January 20, 2022 Marcos Juarez

Steward Economic and Fund Commentaries 4Q 2021

January 20, 2022 Marcos Juarez

The Tall Tale of the Trade-Off

December 15, 2021 Marcos Juarez

Values-based investing popularity is on the rise among today's investors. But the myth of a performance trade-off seems to still… Read More >

Crossmark Economic and Strategy Commentaries 3Q 2021

October 18, 2021 Marcos Juarez

Steward Economic and Fund Commentaries 3Q 2021

October 14, 2021 Marcos Juarez

Inflation – Yes or No?

September 16, 2021 Marcos Juarez

The inflation outlook has become a hotly debated topic in recent months. So far, this has had only a minor… Read More >