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 3, 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 20, 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.