Blog

This week’s update is really just a quick reminder of a few things you should be aware of as you plan your financial strategy. These discussions are part of

It seems like just yesterday investors were clamoring to buy more emerging market (EM) stocks after a rally in 2016. Suddenly those wanting to load up on

Okay, that was fast. After war of words with Europe, the administration now is saying that there is a framework in place for discussions to resolve

I presented to a group of sophisticated investors today on a variety of topics including our thoughts on current trade war rhetoric and the impact on markets.

Interest rate increases are often times considered to be the one factor that most impacts equity and bond market returns. It is true that interest rate policy

I’ve just returned from China and had multiple discussions with business leaders and investment strategists regarding the current state of affairs between the

What a world we live in. The headlines are just incredible, and the top of possible trade war seems to be dominating the business news cycle (and for good

Thanks to everyone that commented on the level of transparency we provide as we manage assets. We are pleased to keep you informed. 
 
Here are eight excerpts

This is the last in the series of three updates outlining our investment philosophy as we manage portfolios. If you would like a PDF document of this entire

I am often asked to describe our investment process as we manage portfolios. Given the interest in our process, I thought it might be helpful to provide

I am often asked to describe our investment process as we manage portfolios. Given the interest in our process, I thought it might be helpful to provide

Several months ago, Disney announced that they had come to an agreement with 21st Century Fox to purchase some of their assets including a percentage