If you wake up tomorrow morning believing the world is about the same as today, you are probably missing something. We are seeing dramatic changes led by
In the early months of 2020, the coronavirus outbreak led to a sudden market meltdown—only to be followed by a surprisingly quick recovery by the summer. Not
The following is a commentary written by our sub-advisors, Munro Partners, who manage a U.S. equity mandate and a global mandate for our program. They are based
As we enter a new year, we consider the following a “wish list”: lower inflation, lower interest rates, higher investment value and, last but not least, peace!
It is the time of the year when we reflect, celebrate and look forward.
Following a tougher 2022, equity and fixed income both returned positively in 2023
It has been 49 years since the launch of the first personal computer. Since then, humans have been asking the same question: When will computers and robots
Market Outlook
Equity implied volatility is in the mid-teens, suggesting a possibility that investors have become complacent. This is happening despite a
Technology is disruptive. This statement is somewhat true, somewhat untrue.
Disruptive tech of the past
Since the introduction of the personal computer in
Headline inflation has been the single biggest macro factor affecting financial markets over the past 18 months due to the resulting impact on global monetary
My career began within the financial services group at Ernst & Young and while three years of rigid audit tasks left little room for creativity, they provided a
The battle between slowing overall economic activity and stubborn inflation continues to rage in most geographies. Central banks in these regions have increased
When markets have been below their peak for some time, it’s helpful—psychologically and financially—to keep in mind that down markets have always been followed