Take Stock: A Rising Cost of Capital
As interest rates continue to climb, we dig into forces driving those increases and what it all means for investors.
In this edition of Take Stock, Chief Investment Officer Jack Holmes is joined by Dan Podpeskar, Portfolio Manager, to examine what may be driving the recent rise in rates, unusually strong corporate earnings revisions and what equity risk premiums suggest about stocks versus bonds.
The team also discusses today’s investing environment on a broader scale, and the opportunities that may lie ahead.
DISCLOSURES: Important disclosures may be found on our Disclosures page.