Our team of portfolio managers share their market views and analysis.
Davidson Investment Advisors provides insight into exciting, disruptive or otherwise new developments we anticipate to be impactful to businesses, consumers and society.
The cost of capital is significantly above zero, given multiple interest rate increases; investors and corporations alike are being more discerning as to where and how to invest.
Our investment professionals reflect on topics and trends in the financial markets, and their potential impacts on investors in the short- and long-term.
The U.S. equity market has repriced in the face of higher interest rates, but a weakening economy could impact company earnings and, perhaps, expose a market where
equities may not be as inexpensive as they seem at first glance.
U.S. Equities markets officially entered a bear market; though many factors were at work, it can be distilled down to three: Rates, Russia, and Recession.
While both consumer sentiment and the term spread are popular indicators of future economic conditions, the debt service ratio (DSR) is an alternative measure that can be particularly useful to long-term investors.