Research Edge Video
Inflation and the Fed Response
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.
April 27, 2022
Research Edge Video
Tim's Lasting Lessons Part 2
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.
March 29, 2022
Research Edge Video
Tim's Lasting Lessons
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.
December 16, 2021
Research Edge Video
COVID's Impact on the Health Care Sector
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.
October 26, 2021
Research Edge Video
Our Approach to Real Estate Investing
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.
July 15, 2021
Research Edge Video
Is Higher Inflation on the Horizon?
High inflation has the potential to erode the purchasing power of one’s savings. In this edition of the JIC Research Edge, Portfolio Manager Max Monk and Fixed Income Portfolio Manager Ryan Martin discuss what inflation is, the primary drivers of recent inflation concerns, and how JIC positions client accounts to offset the potential impact of inflation.
April 16, 2021
Research Edge Video
Behind the Scenes - JIC's Stock Selection Process
One characteristic that makes us unique versus other advisors is our in-house research staff. In this edition of the JIC Research Edge, Portfolio Manager Jeff Cornell and Director of Research Brian Kute give you a behind-the-scenes look into how our research team picks stocks.
March 12, 2021