Our approach to assembling and managing client portfolios flows from our Worldview – our grounded beliefs about how the world works – which gives rise to our investment philosophy and the systematic process by which it is implemented. Learn how we implement our evidence based…
The world is in a rare state of flux, with a populist, anti-trade president newly installed in the White House, and populist, anti-EU parties on the rise all across the European continent. Economic conditions in the US and abroad, meanwhile, are showing positive trends, but…
What impact will the new administration’s proposals have on the economy and the markets? How will rising interest and inflation rates impact your finances? What will happen to markets outside the US? And what about Social Security and Medicare? In preparation for the 2017 Presidential…
We conducted an experiment testing the “wisdom of crowds”, the proposition that, in many situations, the collective wisdom of a group will surpass that of even its smartest individual members.
When it comes to investing your hard earned money for the long-run, the world can sometimes seem like a scary place. And not just because of the occasional category five storm that blows our way, like the dot-com meltdown of 2000-2002 or the bursting of…
Groundhog Day is more commonly known as the day observed on February 2 where the appearance of the groundhog is meant to symbolize whether spring will come early (the groundhog emerges on a cloudy day) or whether winter will continue for six more weeks (the groundhog…
Join us for a review of economic and market conditions in 2011 and a discussion of the implications for global investors in 2012 and beyond. This 23 minute presentation covers the following topics: Global stock market performance in 2011 Economic conditions in the US and the Eurozone…
If wild market gyrations have been leaving you feeling a little queasy, this presentaton is for you. In this webinar, we explore the underlying causes of the recent increase in financial market volatility (or vomitility, as a friend of ours recently named it) and what…
“History may not repeat, but it sure does rhyme.” Mark Twain Our latest webinar was a review of some of the enduring characteristics of the economy and the markets and how, even amidst the seeming chaos, it’s still possible to craft investment strategies that can carry us…