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.
The State of Real Estate
Real estate prices and rents are top of mind these days. From the long-anticipated CRE problems to the resiliency of the housing market, there is much newsworthy material.
Innovation & Transformation: Investing in AI
Given the pace of innovation and the rapid adoption of generative AI technologies, now is an exciting time to be an investor in companies with AI exposure. At Crawford, we can take advantage of these opportunities by identifying individual companies that both meet our quality requirements AND participate in these secular growth markets.
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.
Low Margin for Error
As profit margins regress toward the mean, we believe investors should be focused on companies with strong balance sheets and excess free cash flow.
Seeing Isn't Believing
Despite recent economic success, the average consumer either doesn’t see it, or sees it but doesn’t believe it.
March Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
The Fab-ulous Capital Spending Boom
One of the strikingly positive aspects of our economy today is the capital spending boom.
GDP: The Economy Surprises Again
For now, we celebrate the outstanding performance of GDP. The future is not risk free, but for now, the present is pretty good.
An Extreme Environment... Revisited
As we approach the fourth anniversary of the COVID-19 pandemic, we wanted to revisit an article we published in mid-2021
January Bond Policy Update
Crawford's bond policy reflects the firm's stance on the fixed income markets, interest rates, inflation, and more.
