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FEATURED

Tariff Tremors, Market Rotations, and the Imperative of Optimization

The first quarter of 2025 marked a significant departure from the preceding two years, which had been characterized by an improving global economy and correspondingly positive market returns. Market performance in Q1 was dominated by abrupt, short-term policy shifts rather than longer-term economic trends, and tariffs became the foremost concern for market participants.




52 Items

PERSPECTIVES

Tariff Tremors, Market Rotations, and the Imperative of Optimization

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PERSPECTIVES

April 7 Bi-Weekly Update: Investment Committee Notes

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March 25 Bi-Weekly Update: Investment Committee Notes

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March 10 Bi-Weekly Update: Investment Committee Notes

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February 24 Bi-Weekly Update: Investment Committee Notes

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February 11 Bi-Weekly Update: Investment Committee Notes

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January 27 Bi-weekly Update: Investment Committee Notes

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Q4 2024 Market Perspectives Webinar

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PERSPECTIVES

Q4 2024 Commentary: Defying Expectations, Embracing Optimization

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January 6 Bi-weekly Update: Investment Committee Notes

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December 17 Bi-weekly Update: Investment Committee Notes

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December 02 Bi-weekly Update: Investment Committee Notes

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November 11 Bi-weekly Update: Investment Committee Notes

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October 31 Bi-weekly Update: Investment Committee Notes

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Q3 2024 Commentary: Shifting Tides: Broad-Based Optimism Fuels Market Momentum

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Q2 2024 Commentary: Inflections Over Elections

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Q1 2024 Market Perspectives Webinar

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Q3 2024 Market Perspectives Webinar

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Q1 2024 Commentary: The AI-Fed Catch 22: Tango of Technology and Policy

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Q4 2023 Market Perspectives Webinar

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RESEARCH

Decoding Dividend Funds: Balancing Trade-offs for an Income Portfolio

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Q3 2023 Market Perspectives Webinar

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Q3 2023 Commentary: Fed Actions and the Nervous Reactions

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When Cash Isn't King: The Advantages of an Optimized Portfolio

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Showing 24 of 52 Items