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Market Outlooks
Global Weekly Commentary: Net-zero transition reprices assets
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The transition to decarbonize the world is happening and investors can no longer ignore it.
Policy and Regulatory Commentary
Congressional Staff Unionization: Will It Happen?
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Salaries, rather than long hours, seem to be the primary issue driving staffers’ complaints. And data tends to reveal there are is good reason for their discontent
Policy and Regulatory Commentary
Shutdown Averted…Barely
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“Shutdown averted.” That’s the headline each time the U.S. House and Senate reach a last-minute deal to pass a continuing resolution (CR) that will keep funding running to federal agencies (albeit at the previous fiscal year’s levels).
Market Outlooks
Global Weekly Commentary: Market view of rate hikes too hawkish
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Central banks are giving ever more hawkish signals to appear to be responsive to surging inflation.
Market Outlooks
Global Weekly Commentary: Keeping our modest equity overweight
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Coming into 2022, we dialed down overall risk to have a modest overweight to equities on concerns about confusion over the macro environment.
Market Outlooks
In 2022, Don't Predict. Prepare.
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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.