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Quarterly Commentary

Diversification Is Back

Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.

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Webinar

Webinar with Capital Group

We were pleased to host Mila Jankova, Investment Director at Capital Group, for a wide-ranging discussion on the markets, international investing, and global innovation.

Tarrifs

One Month Post-Liberation Day

Today marks one month since President Trump’s Liberation Day tariff announcement. The S&P 500 cratered, reversed, slumped, and rallied over 20 trading days. It felt much longer.

Tarrifs

Charts from a Dizzying Week

The week since President Trump’s April 2 tariff announcement has been a whirlwind. We wanted to share some of the many charts that capture the market’s dramatic moves.

Tarrifs

In the (Tariff) Storm

But let’s be clear: we are in a storm right now. The current environment is destabilizing and disorienting. In times like these, it’s crucial to acknowledge our limitations – we must discount...

Tarrifs

A Note on Tariffs

We typically separate politics from investing. Most political drama looms larger in perception than in market returns. Yet, right now we’re in a political moment. Tariff news and speculation are...

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