April 2024

April 2024

In life, 90% of disappointment lies in unmet expectations. In mid-2023, fears that high interest rates were leading the U.S. economy into imminent recession created a significant selloff in U.S. equity markets. This, in turn, initiated a drumbeat of calls for the...
February 2024

February 2024

Though they may seem like conflicting statements, we believe that 2023 will be remembered both as a year of financial speculation and a return to normalcy. And no, we don’t believe that speculation is normal—or healthy. Last year began with widespread predictions that...
October 2023

October 2023

Over nearly 15 years, investors have grown accustomed to a “new normal” of zero interest rate policies. These policies, when first initiated in response to the Global Financial Crisis, were an emergency remedy for economic collapse. Aging populations, subpar...
Resources for Racial Justice and Black Allyship

Resources for Racial Justice and Black Allyship

As a firm with economic, social, and governance (ESG) principles at its core, we are deeply saddened and upset by the ongoing injustices our Black family and friends continue to endure. The past weeks have led to a movement of intolerance for racism and brutality and...