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.
American Exceptionalism: Economic Impact & Stock Market Returns
American Exceptionalism has played a significant role in shaping the country's economic and stock market superiority. This has been a significant success factor in our client portfolios.
The Role of Stocks & Bonds in a Balanced Portfolio
Owning a portfolio of companies that regularly increase their earnings and dividends is a powerful force.
Interview with the SMID Cap Portfolio Manager
We believe clients invested in the strategy should benefit from attractive, long-term returns and a relatively low degree of risk.
Interview with the Dividend Growth Portfolio Manager
Our strategy is a great fit for investors who are seeking a value-oriented approach that does well when markets are strong and protects when they are weak.
Not Diversification, Dividendification!
We seek diversification by investing across various areas and sectors of the market, and we insist on dividendification in the name of achieving successful outcomes for our clients.
Investing for All Seasons
Since the advent of common stocks, there has been an ongoing search for the perfect way to invest.
Shining Light on Retirement Income
One of the significant, real-world issues with investing in retirement is consistency and reliability of income.
It's Easier Said Than Done
Many would be shocked to learn that the majority of common stocks have lifetime buy and hold returns that are less than that of one month Treasury Bills. Said differently, the stock market overall generates attractive long-term returns, but most stocks fail to even match the returns of Treasury Bills.
September Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
Interview with the Core Equity Portfolio Manager
At Crawford, all of our strategies help investors achieve a specific set of goals and solve for certain needs. Clients are attracted to the Core Equity strategy because it has a higher focus on growth than other Crawford strategies.
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.
