July 15, 2021
Our series on how we think about investment risk and reward continues with this installment, which looks at the impact that public debt has on the economy and markets. Learn...
June 30, 2021
Despite the recent necessary spikes in government spending, investors should now watch public debt levels carefully.
June 30, 2021
Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and...
May 14, 2021
At our recent Economic Outlook Forum, GHPIA's advisors assessed the post-pandemic economy and the opportunities and risks investors face amid the recovery. Watch it here.
February 17, 2021
Learn how GHPIA evaluates risk and reward in our investment selection process. Our ongoing series of short videos about our benchmarking process continues with a case study of the 2008...
December 31, 2020
Here are three guidelines investors should use to weather the highs and lows of a tumultuous market cycle like that of the past year.
December 9, 2020
How does GHPIA evaluate risk and reward when we choose investments? Learn how in our ongoing series of short videos about our time-tested benchmarking process, which begins with this one,...
October 22, 2020
Investors may be wondering what moves they should make to cushion their portfolios against the possible repercussions of the 2020 presidential election. But as our research shows, in the long...
September 30, 2020
Investors should dig deeper into the “safe” part of portfolios and decide if the risk of individual municipal bonds is worth the reward.
September 30, 2020
Despite current crises, the drive toward free world trade – and the benefits it brings to nations – seems unstoppable.
March 31, 2020
How large are the potential health, economic, and financial impacts of the COVID-19 pandemic? We've analyzed the numbers, including possible recovery scenarios.
March 25, 2020
Watch our recent webinar, in which GHPIA team leaders Brian Friedman, Mike Sullivan, and Carin Wagner discussed the economic and financial impact of the COVID-19 pandemic and how GHPIA is...
December 31, 2019
Despite the volatility and chaos of last 20 years, many people will be surprised to learn that our planet and our country are wealthier and more peaceful than at almost...
September 30, 2019
What is often lost within the din of negative economic news, the daily Twitter provocations, and stock market volatility is a vibrant U.S. consumer spending backdrop, which could be the...
June 30, 2019
With innovative companies like Uber, Lyft, Pinterest, Airbnb, Zoom, and Beyond Meat going public in recent months, it feels like 1999 all over again. Except this time is different. Investors...
March 31, 2019
Our standard of living can continue its rise if we continue to invest in capital, technological innovation, and education. Our demographic fears, however, revolve around our ability to finance government...
December 31, 2018
Home ownership is part of the American dream, but recent headlines suggest achieving this dream is becoming more expensive. Fortunately, based on the Homebuyer Affordability Index, the American dream is still...
September 30, 2018
The Fed raising interest rates in recent years has made the US dollar more attractive relative to riskier emerging market currencies. Despite overall weakness of developing countries’ currencies, some have...
September 30, 2018
This August the S&P 500 Index set a record for the longest uninterrupted bull market rally at 9.5 years and counting. Of course, all good things must come to an...
June 30, 2018
The era of ultra-easy monetary policy and low interest rates approaches its end because the economy is the healthiest it has been since the Financial Crisis. Monetary policy tightening should...