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Expectations

2020-06-19, Vanessa McNabb

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.

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Founding Principles

2019-11-15, Vanessa McNabb

Quality and Value. These principles define our investment process, helping us generate attractive risk-adjusted returns for our clients over the long term.

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Ain’t Misbehavin’

2017-12-01, Vanessa McNabb

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.

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Emerging Risk

2017-07-28, Vanessa McNabb

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?

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Jenga

2015-04-17, Vanessa McNabb

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.

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