When Geopolitical Events Arise

February 17, 2022

Although geopolitical events such as armed conflicts and inflation are unsettling, history shows that selling investments in response to these occurrences is often a mistake.

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The Ability to Change

February 16, 2022

With increasing rates and longer bond durations, this may be the time to consider strategies that offer lower price sensitivity during periods of rising interest rates.

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Market Commentary - October 2021

October 15, 2021

Despite inflation and the portent of Fed tightening, our Investment Strategy Group has reasons to believe the US, led by consumers, will achieve significant economic growth.

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ESG – A Clean Energy Perspective

March 18, 2021

In Environmental, Social, Governance (ESG) investing, clean energy is a major focus. Where is this revolution headed, and what are important considerations for investors?

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The Interest Rate Shakes

March 3, 2021

US 10-year Treasury interest rates increased over 50% in the first two months of 2021, disrupting the bond market. We evaluate the causes and implications of this increase.

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Why International Securities?

February 16, 2021

Why is a head-to-head comparison of US domestic stocks vs. international stocks as a group flawed and misleading, and how should you approach international investing?

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Global Infrastructure Investments

December 13, 2019

Global infrastructure investments should be represented by businesses that offer stable cash flows, are backed by long-term contracts, and have little threat of substitutes.

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