Second Quarter, 2026
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. Excessive […]
News & Noteworthy
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Investment Update
First Quarter, 2026
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. Even […]
Fourth Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. After a year […]
Third Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. As capital […]
Second Quarter, 2025
Click here for a printable version of the Investment Update. Listen to our latest Investment Update on Apple Podcasts, Pandora or Spotify. “There are […]
First Quarter, 2025
Click here for a printable version of the Investment Update. April 5, 2025 We penned the attached first quarter 2025 […]
Fourth Quarter, 2024
Click here for a printable version of the Investment Update. To listen to our Q4 2024 Investment Update, follow and […]
Third Quarter, 2024
Click here for a printable version of the Investment Update. Stock indices reached new highs in the third […]
Second Quarter, 2024
Click here for a printable version of the Investment Update. Equity index returns were strong through the first six […]
Podcast Annoucement: Pandora | Apple Podcasts | Spotify
We are pleased to announce that as of today and going forward each quarter, you will be able to access […]
First Quarter, 2024
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Fourth Quarter, 2023
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Third Quarter, 2023
Despite a third-quarter decline, equity markets remain positive year to date. We think a new era for investors is emerging that will likely be less favorable for the investment strategies that have delivered strong returns in the past. We are carefully repositioning Thematic Equity portfolios for the changes we expect.
Second Quarter, 2023
U.S. and global equity markets continued to climb during the second quarter of 2023, while U.S. bonds generated low single-digit returns through the first half of the year.
First Quarter, 2023
The first quarter has been an eventful one, full of change, risks and opportunity. We remain committed to our investment philosophy and its pragmatic execution. Read our Investment Update here.
Fourth Quarter, 2022
On the heels of 2022’s market turmoil, we see opportunity emerging in many quarters. Being nimble and discerning may be more important than ever. Read our Q4 Investment Update to learn more about our steadfast commitment to our thematic investment approach.
