Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.

Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.
VP & Portfolio Manager Clement Chiang summarizes key points from our latest quarterly market commentary.
With today’s unusually complex macroeconomic landscape, we continue to be proactive rather than reactive as we build & maintain resilience in our strategies.
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.
The US economy appears to be on firm ground with a soft landing increasingly in sight. However, beneath the surface, cautionary signals continue to emerge.