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Macroeconomic & Geopolitical
What are the Secondary Effects of the War? The Dreaded “Triple R”
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Fears of the dreaded “triple R” are growing—encompassing a recession, rising rates, and a loss in real household incomes. It is a dangerous time for investors, especially for those that draw a straight line from economic events to portfolio changes. We must be intentional and focused on our goals, including understanding what was already priced in and managing any risks to our convictions.
Market Outlooks
Student of the Market: March
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Russia & Ukraine: Our Investment Research Views
This piece is approved to use with clients.
The rapid escalation between Russia and Ukraine has dramatically shifted investor sentiment. We are witnessing a meaningful setback in key financial markets, prompting volatility and negative speculation. This is normal amid uncertainty, but it is worth stepping back to understand the fundamentals of the situation.
Market Outlooks
Student of the Market: February
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
In 2022, Don't Predict. Prepare.
This piece is approved to use with clients.
Volatility, the rise and fall of prices, is inevitable. We aim to judiciously compound returns and avoid permanent capital impairment. We don’t predict. We invest.
Goals/Needs-Based Investing
What is a Risk Budget?
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Three Keys to Investor-Centric Portfolio Construction.
Investing Ideas
What is a Stock Worth?
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Implications for Equity Investing at Historic Valuations