John Swift

Benchmark Chief Investment Officer, John Swift, shares his outlook on inflation and technology stock trajectory in light of coronavirus vaccination efforts and fiscal spending.

The conditions that precede a battle with the bond vigilantes are high deficits coupled with what is viewed by the bond market as excessive spending. Against that backdrop you can understand the recent spike in yields across the intermediate and long end of the yield curve.

As investors look ahead, it is important to consider fiscal stimulus, interest rates, recent corporate earnings, as well as the direction of COVID-19 cases.

Like watching a dumpster fire, investors have been captivated by the trading in various heavily shorted stocks such as GameStop and AMC Theatres, among others.

Benchmark Chief Investment Officer, John Swift, shares his outlook for the markets and economy in 2021. COVID-19 will continue to be an ongoing concern, however, we see opportunity as we continue to reopen the economy.

The English theologian and historian Thomas Fuller is the first person to commit the notion that ‘the darkest hour is just before the dawn’ to print. His religious travelogue A Pisgah-Sight of Palestine And the Confines Thereof, 1650, contains this view: “It is always darkest just before the Day dawneth.”

Presidential candidate Joe Biden’s tax plan will bring higher rates for businesses and individual tax payers

2020 has been a year marked by wild market swings that have worried investors. Patience and a sound investment strategy are key in such an environment

U.S. Technology is trading at an elevated multiple versus the broader U.S. market though the premium can be largely justified given the sector’s high quality, lower risk, and superior growth profile. Is there a mounting Tech bubble?

The Fed is adapting their policies to meet the recovery needs of a COVID-19 battered economy.