brian4567Feb 11 minDisciplina 4Q21 Investor LetterThis quarter, we share our thoughts on inflation, the Federal Reserve’s exit strategy and key factors we believe will drive markets in...
brian4567Jul 29, 20211 minDisciplina 2Q21 Quarterly LetterThis quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing...
brian4567May 4, 20211 minMarch 2021 Quarterly LetterWe discuss the evolving inflation situation and what it means for long term portfolios
Sunjin KimJan 28, 20211 minDecember 2020 Quarterly LetterThis quarter we discuss the financial markets' incredible resiliency and look ahead to 2021. The seeds have been planted for a robust...
Brant SmithDec 4, 20201 minSeptember 2020 Quarterly LetterWe review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...
Sunjin KimSep 21, 20201 minJune 2020 Quarterly LetterGlobal equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half...
Sunjin KimSep 12, 20201 minMarch 2020 Quarterly LetterMarkets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
Sunjin KimSep 12, 20201 minDecember 2019 Quarterly LetterMarkets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.
Sunjin KimSep 12, 20201 minSeptember 2019 Quarterly Letter How will institutions meet their return targets in the years ahead given the challenges record low and negative interest rates may create?
Sunjin KimSep 12, 20201 minJune 2019 Quarterly LetterWhen it comes to impact, ESG, and SRI approaches to investing, we believe that doing good does not mean an organization needs...