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Anchors Aweigh? The Unmooring of Inflation Expectations

CIO Gary Aiken explores how the recent divergence between market-based and sentiment-based inflation measures could affect financial markets and the broader economy, from increased volatility to new potential opportunities for disciplined investors.

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Economic Commentary and Unique Perspectives

The Trade War of 2025: Potential Economic Impacts

By Gary Aiken | March 6, 2025 President Trump announced a multitude of tariffs this week. To be clear,...
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The Land of Confusion: Headline Risks and Potential Drawdowns in 2025

By Gary Aiken | February 6, 2025 “Can’t you see this is the land of confusion? Now, this is...
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The U.S. Ship of State: “Steady as She Goes” Despite Rising Inflation Expectations

By Gary Aiken | December 12, 2024 With the U.S. election behind us and some policy uncertainty still ahead,...
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The 2025 Concord Financial Forecast

A two-part interview featuring our CEO Wade Lopez and CIO Gary Aiken as they tackle the most pressing financial questions on the minds of Americans today.

Watch Part 1: The Macroeconomic Outlook

Watch Part 2: The Markets & Investment Strategy

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