Recent News
Weekly Market Commentary
Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per the 10-year Treasury yield).
New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.
Global Portfolio Strategy
Global Portfolio Strategy | February 9, 2021
We continue to favor stocks relative to bonds with upgraded expectations as economic strength continues to surprise.
Client Letter
Client Letter | Many Reasons to be Thankful | November 4, 2021
Although the past year and a half has tested us all, there are still many reasons to be thankful.
Client Letter | Change May Bring Opportunities | October 7, 2021
Change is disruptive but it also brings opportunities for the next leg higher for this bull market.
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