The Big Four: Sifting Through Economic Data
The Big Four provides a framework for our thinking, enabling us to continue to take a long-term approach to investment decision making.
Can Your Portfolio Withstand Divided Government?
In a period where fiscal policy and monetary policy seem to be at odds, we believe investors should participate in the market via high-quality companies.
Recession Watch: Inflation and the Fed
Are we in a recession? While we do not believe we are, we are alert to the possibility of one developing.
The Golden Opportunity: Crawford Small Cap Strategy
We came to realize that the small cap area of the market might actually be the best place to reap the benefits of our long-held philosophy.
The Dividend Effect
The Dividend Effect insulates investors from much of the volatility typically associated with investing.
The Incredible Shrinking P/E Ratio
The decline in share prices combined with stable earnings projections means Price to Earnings ratios have declined significantly over the past six months.
The Rising Importance of Dividend Yield
We are likely moving from a period of above-average investment returns from stocks and bonds to a more normalized or lower return environment.
Winning By Not Losing
Mitigating losses in a weak market environment, like the one we are experiencing today, is a key aspect of the way we invest at Crawford.
Banking on Inflation
Selectively chosen bank stocks can play an important role in protecting investor portfolios against inflation and rising interest rates.
Pendulum Shifts: Cyclical versus Secular Change
We have noted that 2022 has been a year of uncertainty. Investors have been forced to face changing conditions in both the markets and the economy.
Dividend Integrity
It is interesting that the period of time in which this strategy was created was not entirely different from the economic and market circumstances today.
The Uncertainty of Investment Returns
As a stock market investor, there are few guarantees. However, we believe if one has a well thought out discipline and remains invested, suitable results follow.
