Visit our website for more market insights and past reports.
Second half off to a good start
August 2022. Investor Strategy. Many have noticed the positive correlation between equities and bonds this year. The positive correlation is nice when everything goes up.
Our halftime report: a recap and playbook
July 2022. Investor Strategy. Markets are beaten down, investors are generally having a very difficult time of it, and there has been no place to…
Passive or Active? Why not both?
June 2022. Investor Strategy. This month, after our lookback to May’s market activity, we will get into the debate between active and passive management.
May 2022. Investor Strategy. While the markets deserve their splatter of pixels, we focus on the fixed income portion of the portfolio.
Volatility in the house
April 2022. Investor Strategy. With action in the geopolitical arena and an interesting confluence of inflation, it's time to understand our portfolio exposures.
March 2022. Investor Strategy. Despite pandemic optimism gaining traction with countries loosening mandates and economies opening, February began where January left off with market sentiment…
February 2022. Investor Strategy. This month we are looking at the global markets and economy with an eye on some long-terms trends that may be…
Reminiscing about 2021, and looking to 2022: Not your typical year, not your typical market
January 2022. Investor Strategy. The holiday season offers a good opportunity to pause, take a step back from the daily market gyrations and reflect.