White Papers

SCI 5×5 – Q2 2021/Q3 2021

      5 Market-Moving Events in 2Q 2021 5 Events We are Watching in 3Q 2021   1. Recent Rate Rally   1. Dynamic Capital Allocation   2. Credit Back to All-Time Tights   2. Just-in-Time to Just-in-Case   3. The Post Pandemic Economic Cycle   3. Inflation...

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Reflections – 1Q 2021

As we close out Q1 2021 we have even stronger conviction in our reopening and recovery thesis and see a high probability for a stronger, longer, and more durable global recovery.

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SCI 5×5 1Q2021/2Q2021

Welcome to the Smith Capital Investors 5X5. We explore topics from the first quarter of the year and issues facing us in the second quarter of 2021.

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Thought Leadership