Fresh off a positive year for equity returns in 2023, global stock markets continued their march higher in the first quarter (Q1) of 2024.
Q3 2023 Market Commentary
2023-10-06, Clement Chiang, CFA
Q3 Commentary from Portfolio Manager Clement Chiang sheds light on the signs of fragility as markets adjust to the higher-for-longer interest rate narrative.
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Late Cycle Musings
2023-08-11, Clement Chiang, CFA
Musings on current conditions, potential implications and how different scenarios present opportunities for disciplined long-term investors.
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The Waiting Game
2023-04-14, Clement Chiang, CFA
Monetary policy works in long and variable lags, meaning it takes time for the effects of higher rates to become clear.
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In The Later Innings
2022-12-09, Clement Chiang, CFA
We believe caution is warranted, especially if central banks continue pressing ahead with their rate tightening agenda.
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That History Rhymes Quote
2022-07-22, Clement Chiang, CFA
Each market cycle is unique, but similarities emerge. Our process helps us navigate market ebbs and flows while positioning for attractive opportunities.