Recession talk, a redux
8/15/2022
Listen to our podcast with fixed income strategist Ellis Phifer and head of investment strategy Nadeem Kassam.
Markets & Investing
Global geopolitical investment themes
8/12/2022
Listen to our podcast with associate analyst, Alex Anderson.
Markets & Investing


Client Insights
8/9/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in
the hit fantasy TV series Game of Thrones.
Markets & Investing
Insights and Strategies
8/2/2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in
the hit fantasy TV series Game of Thrones.
Markets & Investing
Quarterly Asset Allocation
7/19/2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing

Portfolio Strategy
7/8/2022
Given the popularity of companies across the US Information Technology (IT) sector (within the S&P 1500 index) with clients, we have
fielded many questions, especially as these stocks have sold off quite aggressively from their respective peaks.
Markets & Investing

Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing

Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Client Insights: Market Update
6/24/2022
Market volatility has remained quite elevated and prevalent across global asset classes during the first half of 2022.
Markets & Investing
Portfolio Strategy
6/17/2022
We expect the wind to continue to blow markets in all directions in H2/2022, similar to what we have observed
so far this year.
Markets & Investing
REITs and residential real estate vs inflation and regulations
6/7/2022
Listen to our podcast with Nadeem Kassam and Brad Sturges.
Markets & Investing