We maintain our 2021 Key Themes & highlight Theme #1 “Early-Then, Late-Now”, which references our “2001 Analog”. In the prior period (Then), policy tightened Early (focus on price stability over maximum employment). In the current period (Now), we maintain that policy tightening will be Late (focus maximum employment over price stability). See “2021 Outlook”, 1/11/2021.
3Q21 Review & Strategy Update
- Patrick B. Rien, CFA
- November 10, 2021
Our Principals
Truth
Seeking truth to better inform our decisions and better serve our clients.
Integrity
Honesty & diligence are the foundation on which we build our relationships.
Focus
Listening with intent to understand our clients' needs to achieve their goals.
Excellence
Critical & objective evaluation of our positions to reach beyond the standard.