News & Insights

Welcome to the FIA News & Insights, a one-stop resource that includes insights from senior investment professionals on timely market events, their views on the economy and their respective markets.  Find updates on the latest media information on Frost Investment Advisors, LLC and the most recent reprints, as well as, archival information for your reference.

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Market Update: Navigating a New Normal for Investors

Alan Adelman, John Lutz, CFA® and Jonathan Waite, CFA® | September 30 , 2021

Where We Are Finding Opportunities

Identifying what we consider to be high-quality companies in attractive industries.

Themes


Cloud Computing, Artificial Intelligence, Big Data
It is still early in the shift to the public cloud. Approximately 80 percent of workloads are still managed in-house. We think this could move down to 50 percent over next five-plus years, driving rapid growth for some time to come.

U.S. Housing Recovery and Do-It-Yourself
With mortgage rates at all-time low levels, domestic housing is still relatively affordable and subject to the tailwind of increasing ownership by millennials. The work-from-home phenomenon will continue to provide demand for home improvements.
 

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