facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The DDK Group

News & Insights

A Perspective on the Markets Thumbnail

A Perspective on the Markets

For several weeks, the market has maintained a level of volatility that can feel uncomfortable. To help you make sense of this, Baird’s market strategy experts at Strategas sat down to answer a spate of questions regarding market volatility, inflation, supply chain issues and the overall outlook of the market.

Read More
It's Not Different This Time Thumbnail

It's Not Different This Time

We hope you enjoy this piece from Michael Antonelli. Of particular interest to us are his comments on human behavior, which touches on a topic near and dear to our heart – behavioral finance. We hope to write more broadly about this field of psychological study later in the year as we believe it affects outcomes as much as asset allocation and manager performance.

Read More
Q1 2022 Review & Outlook Thumbnail

Q1 2022 Review & Outlook

The new year saw markets peaking in the first couple of trading days with the volatility of the latter part of Q4 2021 continuing throughout the quarter. All asset classes, except for supply constrained commodities, showed remarkably consistent returns to the downside. The Federal Reserve, having just begun its rate hiking and quantitative tightening, is clearly playing catch-up to realized inflation. The risk now is whether demand in the economy is sufficiently strong to overcome higher interest rates such that the economy does not fall into recession. The hope is that the Fed will engineer the proverbial “soft landing.” We believe that recent volatility will continue through most of the year. Inflation should ease over this year and next, in line with the Fed tightening cycle, without an adverse effect on employment as there remains 1.8 open jobs for every person on the unemployment rolls.

Read More