William Blair Commentary: Headwinds Abate for Emerging Markets Equities
With emerging markets (EM) equities trading near record discounts to developed markets equities, it is important for investors to assess…
SPY,DJI,QQQ
William Blair- Outlook 2022: Slowflation to Expansion
By all accounts, 2021 was a good year, economically speaking. Production and distribution challenges of the mass vaccination drive are…
A Dr. Lecter Market
The beginning to 2022 has been dark to say the least. The year has begun with losses in the index…
William Blair Commentary: Green Hydrogen’s Role in Energy Transition
Green hydrogen is an emerging yet credible technology used to lower carbon emissions where electrification is less effective—and we believe…
Vanguard Commentary- 2022 Economy and Markets: 4 Things to Know
The Vanguard Economic and Market Outlook for 2022: Striking a Better Balance, is scheduled to be released in the United…
William Blair Commentary: The Case for Transitory Inflation Stands–For Now
The October reading of the Consumer Price Index—the most widely used gauge of inflationary pressure in an economy—registered the biggest…
Ray Dalio Commentary- The Determinants: On Inflation and Wealth
Yesterday’s inflation report showed inflation raging so you are now seeing inflation erode your wealth. That is no surprise. At…
GMO Commentary: 3Q 2021 Market Commentary
Global equity markets were a bit herky-jerky on the quarter. A strong rally characterized the early part of the summer…
Royce Investment Partners- The Undiscovered Connection: Value-Led Periods and Active Management
In our research into small-cap performance patterns, we uncovered a connection that we believe is significant. There seems to be…
GMO Commentary: Learning to Live With Covid-19
Last year we invested in selected companies that we judged would benefit from the reopening of the global economy, so…
