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T.I.N.A.’ – ‘There Is No Alternative’ to stocks- was the acronym that defined the ‘Quantitative Easing’ era, circa 2009 to 2021.

By Doug Sandler, CFA, Head of Global Strategy SUMMARY Falling stocks, stubborn inflation and worsening geo-politics have made investors fearful. Long-term positives like more attractive valuations and persistent earnings offset the short-term negatives, in our view. We are avoiding undue risk, holding extra cash, and focusing on security selection. The Good, The Bad, and OurRead More

Update On The “Four I’s”: Inflation, Interest Rates, Innovation, & Intrinsic Value Still As Relevant As Last Year

Geopolitics Have Poured Gasoline on the Inflation Fire There were three major geopolitical events in the first quarter: Rapid COVID-19 Recovery – increased demand for energy resources which drove up prices The Ukrainian/Russian War – reduced supply of oil and food and further complicated shipping routes Diplomatic Strain with China – slowed logistics in theRead More

How the Ukrainian Invasion Has Changed RiverFront’s Portfolio Positioning The situation on the ground in Ukraine has taken numerous turns – some shocking, some inspirational – in the scant time since Russia first invaded Ukraine on February 24,2022. We have witnessed Vladimir Putin brazenly target civilian areas and nuclear reactors in Ukraine in his bloodthirstyRead More