Andrew C. Benson
Portfolio Manager
More from the team

Slow your (pay)roll
We believe markets expect inflation to decline sooner than it will, and that there is limited upside for stocks.

Where to watch for job losses, by sector
Young businesses are a major source of employment, a key variable determining the economic cycle.

Expect a pause, not a pivot, as savings fuel spending
In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.

High job openings signal wage-price spiral
Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.