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Insights & Manager Commentary

Craig Love

Recent Posts by Craig Love:

by Craig Love, on February 25, 2021

At a time when equity valuations are within striking distance of record highs, accompanied by pockets of investor euphoria, there is growing concern the recent rise in interest rates could …

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Topics:Manager Commentary

by Craig Love, on February 11, 2021

The market’s relentless march upward has continued into the new year. Despite difficult economic circumstances, stocks continue to be in demand. While the market has gotten expensive in terms of …

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Topics:Manager Commentary

by Craig Love, on December 10, 2020

A widespread uptick in COVID-19 cases in the U.S. and elsewhere is triggering more severe lockdowns as the year-end holiday season approaches. Ordinarily, one would expect markets to be under …

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Topics:Manager Commentary

by Craig Love, on December 05, 2020

After the year we have had its easy to understand how investors may have become fatigued and disoriented. Taking a step back and looking at things over a longer time …

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Topics:Manager Commentary