Our goal for Investment Perspectives is for it to be one of the ways that we communicate our thinking (past and present) to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts or questions.
Latest Investment Perspectives
Investing at All-Time Highs
As the third quarter of 2024 came to a close, we continued to witness the market reaching new all-time highs. Despite a mix of economic headwinds and shifting investor sentiment, major indices managed to push forward, buoyed by improving market breadth and expectations of a softer landing for the economy. We remain focused on identifying and investing in the best relative and absolute values available, regardless of the broader environment, this is more difficult in this environment as quality bargains are harder to find. We view volatility as an opportunity—a chance to identify compelling long-term investments that align with client objectives. In this Investment Perspectives, we examine the dynamics that give rise to both our concerns and our optimism and discuss how we are navigating the current environment to position your portfolio(s) for success
Investment Perspectives Library
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006