Market Perspective

Buckle Up for Ease

On September 17, 2025 the U.S. Federal Reserve (the Fed) lowered the Federal Funds rate by 25 basis points to 4.25%...
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Harvest Season, Extended

In the world of investment management, the "hidden" cost of taxes can be one of the largest drags on an investor's long-term returns...
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Identifying Quality

Investing in quality stocks can offer a powerful combination of defensive resilience and long-term growth potential.
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Dominating Deficits

The topic of fiscal dominance - when fiscal deficits are so large that it renders the U.S. Federal Reserve (the Fed) monetary policy ineffective - ...
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April Showers

As they say, April showers bring May flowers, and investors who weathered the storm this past month are looking forward to the sunshine...
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Navigating Potential Stagflation

Uncertainty around the economic impacts of the Trump Administration’s tariff policy has caused concern of a potential environment where inflation reaccelerates while growth slows...
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March Madness

With screens on and brackets in hand, investors have entered “March Madness” in which the arrival of spring also means basketball...
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When the Bills Are Due

With the return of the Trump Administration, there is uncertainty about the potential impact of recently implemented policies and impending changes...
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Quality Matters

In the world of investing, factors are nothing new and are often used as a tool for diversification. With factor-based approaches, however, many investors often ...
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Volatility & The Fed

Investors following along this year witnessed higher average levels of volatility compared to the post-crisis quantitative easing era. However, until August, it was a relatively ...
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