To reflect on our relative year-to-date performance, we must recognize the nuances of this downturn and the drivers that have fueled the subsequent rebound.

To reflect on our relative year-to-date performance, we must recognize the nuances of this downturn and the drivers that have fueled the subsequent rebound.
Quality and Value. These principles define our investment process, helping us generate attractive risk-adjusted returns for our clients over the long term.
The fact that bonds are less attractive on a yield basis today should not detract from their ability to protect capital better than equities in a downturn.
In an environment where investors’ thirst for yield is insatiable, it is not surprising that capital has been flowing into emerging markets, but at what risk?
The Shanghai Composite Index has more than doubled over the past ten months. Parallels can be drawn to the US dot.com bubble, but even more excessive.