A&I Financial Services

Water all around the world is lower than it used to be, and amazing discoveries are being made. Check out this graphic from Statista to see just a few of the miraculous and macabre history being uncovered! Recent history for investing Sometimes, when we look at the past, we get nostalgic. We think, “Life was...Read More

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… In the last of two Periscopes on inflation, we look at the bottom-up research from one of our investment partners, Doubleline. Ryan Kimmell believes inflation will last longer than most analysts. Last week, I unfairly summarized...Read More

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… Recently, Ryan Kimmell with Doubleline gave us his company’s forecast for inflation. In brief, Doubleline believes inflation will last longer than most analysts are predicting. They are a little gloomy. Ryan looks at it from what...Read More

Read this post for insights into why inflation happens and how long it may last. Doubleline Research Says… Recently, we had one of our investment partners speak at a Lunch & Learn event for our clients.  Ryan Kimmell is an analyst with Doubleline, a company with whom we have significant investments for many of our...Read More

  Read this post for a brief overview of some of the challenges faced by America’s biggest economic rival, and the world’s second largest economy. China wants to be the biggest and best China has ambitious goals and the country’s recent success has increased the chances that it will achieve them. One of the goals...Read More

  China, a story about when I grew up… Read this Periscope for insights into the world’s second largest economy and how it is influencing the culture and behavior of the world at large. When I grew up in Singapore… So begins our conversation with Louis Lau, one of our investment managers who specializes in...Read More

  China is going its own way As I discussed at the beginning of this year, China is going its own way. With the world’s second largest economy and the fastest growth rate of any large country, they are flexing economic strength. Read more: Our 2022 Outlook is Cautiously Optimistic Watch the video from January:...Read More

Read this post for our investment research partners’ perspective on the first three months of 2022. Clearly, the changes in the world are outside our scope. Russia’s invasion of Ukraine beginning February 24, 2022 changes a lot of things. Our focus in this Periscope is to discuss the investment threats and opportunities we faced, and...Read More

What in the world is happening to interest rates? Read this blog post for insights into interest rates, which are making the news at the beginning of 2022. Click HERE to watch a 5-minute discussion about inflation and interest rates from our recent 2022 Market and Economic Outlook. So what in the world is happening...Read More

Read this post for commentary from our money managers about what is happening in Ukraine. In our portfolios, we have very little exposure (if any) to either Ukraine or Russia. So…it pays to be patient and call your financial planner!   Ukraine and Your Investments I think we have all been horrified by the invasion...Read More