Blogs

Now more than ever, skilled nursing facilities face overwhelming operational challenges. It’s past time to consider AI and the latest digital trends into skilled nursing facilities to ease nurses’ burdens and provide better, safer care. The Covid-19 pandemic shook the senior care industry to its core, amplifying long-standing issues into new catastrophes. Burnout and high turnover rates remain among the most disruptive roadblocks for long-term skilled nursing facilities. According to research published in the New York Times, turnover and burnout rates among nursing staff soured to a national...

Quarterly Market Review: Q1 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The Reemergence of Risk If there was one overarching theme to the first quarter of this year, it was that risks, which seemed vanquished in an earlier era, have returned to plague us. With Russia’s invasion of Ukraine, a war is once again afflicting Europe. The prospects of returning to a world of divided spheres of influence and a retreat from globalization appear to be increasing. Inflation once seemed so well conquered that developed market Central Banks strained to lift price...

Quarterly Market Review: Q4 2021 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Shifting Gears Even as the pandemic continues to delay a full normalization of the global economy, the exit from emergency support has begun. Most fiscal and administrative efforts have waned, and global monetary authorities have moved on from protecting against the downside to worrying about inflation. The emerging theme is one of shifting gears away from stimulus and towards relative austerity and to relying on the private sector to take the lead as the engine of recovery...

Quarterly Market Review: Q3 2021 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Once More Unto The Brink! The quarter saw many worrisome headlines that could have caused significant consternation for market participants and did lead to some volatility and weakness towards the end of the quarter. Overall, however, the general stability of the markets was a testament to their fortitude. The US -- and Global -- Economy was on the brink of an extraordinary recovery until the Delta Variant of the Covid-19 Virus intervened. An ongoing survey of market economists...

Nobody likes to find an item or brand they want is out of stock, but as any retailer knows, it’s happening more frequently. And, it’s becoming more clear that businesses will likely face supply chain constrictions for some time. Shipping delays and cost increases are expected to continue. In September, four records were set in three weeks for the number of cargo ships waiting to unload off the California coast. Some analysts suggest that supply chains will be tight well into 2022 and maybe even beyond. Shipping delays and cost increases are expected to continue. In September, four records were...