July 2023

July 2023

Apropos of a stock market that has become fascinated with the potential of artificial intelligence (AI), Paul McCartney announced last month that the Beatles had come together one last time—through the miracle of AI—to record “the final Beatles record.” While we will...
January 2023

January 2023

We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of recession in Europe and increasing odds that there...
October 2022

October 2022

We have been consistent with our advice this year that investors will need to remain patient in this post-pandemic period as multiple factors roil global markets and slow global economic growth. We see a likelihood of a recession in Europe and increasing odds that...
April 2019

April 2019

Over the last few years, we have been describing the hyperactive U.S. equity market as the adolescent in the room – and characterizing the seemingly immoveable U.S. Treasury market as the grownup. After a 2016 U.S. election that promised tax cuts and reduced...