Our Perspective on Industry News and Trends

Over the past two years, Americans have faced a turbulent economic environment that has included many distinct challenges. Lockdowns, supply chain issues, and the war in Ukraine have all had a material impact on the global economy, leading to high inflation. Senior Portfolio Manager Matt Yung and Research Analyst Kristen Curtiss discuss the inflation outlook and the Federal Reserve's response.

Johnson Investment Counsel founder Tim Johnson has built a wealth of knowledge from his 50+ years in investing. In this 2nd edition of a two-part Research Edge, Tim joins Senior Portfolio Manager Jim Hunter to discuss down markets, provide advice for young investors, and examine how JIC became the firm it is today.

Tim Johnson founded Johnson Investment Counsel in 1965 with a focus on helping others and providing guidance that could ultimately improve our clients’ lives.  Over his 50+ years in investing, he's gathered a wealth of knowledge about the industry.  In the first edition of a special two-part JIC Research Edge, Tim joins Senior Portfolio Manager Jim Hunter to share some of his experiences with our clients.

The coronavirus pandemic has had a profound impact on daily life and has significantly impacted businesses across all industries.  Perhaps nowhere has the impact been more apparent than in Health Care, and JIC analyst Joe Abbott has had a front row seat to see how the sector has responded.  In this edition of the JIC Research Edge, Joe joins Portfolio Manager Laura Mattern to discuss COVID's impact on the Health Care sector.

When developing our asset allocation and equity models, one of the investment types we consider is real estate.  We believe real estate can add diversification, inflation protection, and a balance of growth and income to client portfolios.  In this edition of the JIC Research Edge, Credit Analyst Brad Morrissey and Portfolio Manager Brian Butt discuss how our clients access real estate and what types of real estate we invest in.