The Tariffs Saga: Twists & Turns
Our best hope is that in the coming days and weeks some clarification of these issues will emerge, and of course, we will be monitoring all this closely.
Recent Volatility & the Case for Quality
As all are aware, the stock market has come under intense pressure in recent days, driven by rising uncertainty surrounding U.S. trade policy.
March Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Bursting the Bubble: Speculative Fervor Then & Now
Long-term success comes from staying disciplined, avoiding speculative frenzies, and focusing on remaining invested in high-quality investments that can weather the test of time.
A Canary in Someone Else's Coal Mine?
We continue to believe the U.S. is the best place to invest due to its stronger economic fundamentals, more predictable monetary policy, and greater resilience in the face of global disruptions.
Tariffs & Turbulence: Why Quality Counts
Considering the potential effects of tariffs only serves to underscore the importance of our fundamental, bottom-up research process and high level of scrutiny in our company due diligence and investment decision-making process.
January Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Loan Growth: A Canary in a Coal Mine?
While we certainly hope for stronger economic growth and improved loan demand this year, the current environment underscores the importance of fundamental, bottom up research and active risk management.
September Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Quality Comes Into Favor as the Fed Pivots
With some emerging concerns about a softening economy, quality is being emphasized to a greater extent, and since this is the predominant characteristic of our portfolios, this has been reflected in the returns.
June Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
The Tale of Transitory Inflation
Our goal with this piece is not to comment on this ongoing debate, but rather to question whether transitory inflation is, like the Boogeyman, imaginary.
