First Quarter, 2025
Click here for a printable version of the Investment Update. April 5, 2025 We penned the attached first quarter […]
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Fourth Quarter, 2024
Click here for a printable version of the Investment Update. To listen to our Q4 2024 Investment Update, follow and […]
Third Quarter, 2024
Click here for a printable version of the Investment Update. Stock indices reached new highs in the third […]
Second Quarter, 2024
Click here for a printable version of the Investment Update. Equity index returns were strong through the first six […]
First Quarter, 2024
Click here for a printable version of the Investment Update. Equity markets were strong globally in the first quarter. […]
Fourth Quarter, 2023
Click here for a printable version of the Investment Update. Click here to listen to an audio version of the […]
Third Quarter, 2023
Click here for a printable version of the Investment Update. Preparing for a New Investment Era Despite a third-quarter decline, […]
Second Quarter, 2023
Click here for a printable version of the Investment Update. July 7, 2023 – This is a quarterly update of […]
Third Quarter, 2022
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.
