perspectives

insight & investment commentary

 
 
Investment Commentaries: 3rd Quarter 2022

While the prior few years we have been focusing primarily on efficiency, this year our focus has turned to resilience – both in terms of how our portfolios are allocated across major asset classes (stocks, bonds, real assets, and cash), and in the durability of the entities (companies and countries) in which we invest. In this quarter’s commentary we survey the current market environment, discuss the forces impacting primary market drivers, and…

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CommentariesJohn Barnes
Investment Commentaries: 2nd Quarter 2022

Heading into the second half of the year, we remain cautious in our outlook for markets and the economy and maintain defensive positioning in client portfolios. With the Fed’s continuing hawkishness indicating more rate hikes ahead, and with midterm elections around the corner, our challenge going forward is…

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Investment Commentary: First Quarter 2022

Buzzwords like “meme stock” and “yolo” have given way to timeless classics such as “geopolitical risk,” “wage-price spiral,” and “stagflation.” Heading into Q2, we revisit the market drivers discussed in last quarter’s commentary; how they have changed; and how those drivers impact our team’s management of your portfolio…

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CommentariesJohn Barnes