candlestick and line chart of mid-year stock performance

Investor Strategy

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…

2 minute read

market portfolio analysis

Investor Strategy

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.

1 minute read

filtering market graph projections

Investor Strategy

Fixed income

May 2022. Investor Strategy. While the markets deserve their splatter of pixels, we focus on the fixed income portion of the portfolio.

1 minute read

graphs showing market volatility

Investor Strategy

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.

1 minute read

candlestick and line chart of mid-year stock performance

Investor Strategy

Portfolio Construction

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…

1 minute read

market portfolio analysis

Investor Strategy

Trend Reversals

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…

1 minute read

filtering market graph projections

Investor Strategy

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.

2 minute read