Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify.    As capital […]

Click here for a printable version of the Investment Update.   Equity index returns were strong through the first six […]

Click here for a printable version of the Investment Update.   Equity markets were strong globally in the first quarter. […]

Click here for a printable version of the Investment Update. Click here to listen to an audio version of the […]

Click here for a printable version of the Investment Update. Preparing for a New Investment Era Despite a third-quarter decline, […]

Click here for a printable version of the Investment Update. July 7, 2023 – This is a quarterly update of […]

For the first time in more than four decades, both stocks and bonds have turned in negative results for three quarters in a row with capital destruction exceeding $17T. Learn about two substantial transitions behind the turmoil and why active management with a thematic approach may be the best bet for investors.