This quarter, we share our thoughts on inflation, the Federal Reserve’s exit strategy and key factors we believe will drive markets in...

This quarter we discuss the challenges on managing long term portfolios in a low rate environment and the challenges from increasing...

We discuss the evolving inflation situation and what it means for long term portfolios

This quarter we discuss the financial markets' incredible resiliency and look ahead to 2021. The seeds have been planted for a robust...

We review the implications of a low interest rate environment and presidential elections. Also, how are 60/40 portfolios doing?...

Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half...

Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.

Markets repriced in 2019 following a weak 2018. We take a look at the prospects for 2020 given market valuations are now on higher ground.

How will institutions meet their return targets in the years ahead given the challenges record low and negative interest rates may create?

When it comes to impact, ESG, and SRI approaches to investing, we believe that doing good does not mean an organization needs...

Given an extended bull market this quarter, we'll look at the concept of debt, the government, and this not so new-fangled thing...

2018 brought negative returns to nearly every asset class. How are fundamentals, valuations, and sentiment lining up for 2019?