Our Views
Cross Quarterly
2022 was a historic year, where numerous stocks once held to be darlings fell over 75% Worse, assets which were once thought to be safe also faced historic drawdowns as fixed income had its worst year in well over multiple decades As we go into 2023,...
The Fed Chair’s acknowledgement that economic pain may be required to bring down inflation stands in marked contrast to prior rosy projections of a soft landing While inflation may have indeed peaked, we remind investors that peak inflation is not ...
2022 has had an eventful start to the year, to say the least Market volatility has been elevated, with the Federal Reserve and European Central Bank pivoting to hawkish rhetoric amidst soaring inflation Markets were roiled as investors repriced inter...
During the past quarter we increased our equity overweight and further reduced fixed income As the market digests concerns over the Omicron variant, we remain confident in the efficacy of vaccines We note that vaccine makers have expected new variant...
During the past quarter we reduced our allocations in cash and fixed income to take advantage of the pull back in equities that had occurred in September and early October Within fixed income, we have continued to minimize duration and maintained our...
During the past quarter we reduced our cash allocation further to take advantage of the pull back that had occurred in June and July to grow our equity positioning but maintained a low duration and credit risk focus in our income portfolios We also i...