MATCO MARKET INSIGHTS – ELECTION WAVES ON THE SURFACE; STRONG EARNINGS UNDERCURRENT BELOW

MATCO MARKET INSIGHTS – ELECTION WAVES ON THE SURFACE; STRONG EARNINGS UNDERCURRENT BELOW

NOVEMBER 16 / TREVOR GALON, CFA, Chief Investment Officer
The current U.S. election was one for the ages, with record voter turnout and an extended vote count period due to the increased number of mail-in ballots. Although it appears that Joe Biden will become the 46th President of the United States come January of 2021, some uncertainty remains.
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MATCO MARKET INSIGHTS - THE INFLATION DEBATE AND WHAT IT MEANS FOR YOUR PORTFOLIO

MATCO MARKET INSIGHTS - THE INFLATION DEBATE AND WHAT IT MEANS FOR YOUR PORTFOLIO

NOVEMBER 2 / TREVOR GALON, CFA, Chief Investment Officer
There has always been a lot of debate as to whether ballooning government deficits will lead to significant levels of inflation. This debate also leaves investors wondering if they should be protecting their portfolio from the possibility of inflation.
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MATCO MARKET INSIGHTS – STAYING AHEAD OF THE CURVE

MATCO MARKET INSIGHTS – STAYING AHEAD OF THE CURVE

JUNE 23 / TREVOR GALON, CFA, Chief Investment Officer
Within our Matco investment process, there are two primary layers of investment management. The first layer is security or stock selection, which is similar to choosing the ingredients for a recipe.
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MATCO MARKET INSIGHTS – ARE ALL BOND FUNDS CREATED EQUAL, MR. BOND?

MATCO MARKET INSIGHTS – ARE ALL BOND FUNDS CREATED EQUAL, MR. BOND?

MAY 8 / TREVOR GALON, CFA, Chief Investment Officer
The world of bonds, the boring capital market security that has failed over the years to provide the same dramatic appeal and excitement as the stock market.
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MATCO MARKET INSIGHTS – SAUDI ARAMCO: WHAT'S THE BIG DEAL WITH THIS REALLY BIG DEAL

MATCO MARKET INSIGHTS – SAUDI ARAMCO: WHAT'S THE BIG DEAL WITH THIS REALLY BIG DEAL

NOVEMBER 28 / TREVOR GALON, CFA, Chief Investment Officer
In this edition of Matco Insights, we take a closer look at the upcoming Saudi Aramco IPO while exploring some worthwhile market implications and considerations. More specifically, how could this potentially historic milestone within the energy sector impact the markets and your portfolio.
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