The market has experienced significant changes since our last strategy piece. For one, the Fed dot plot came lower during the December meeting. This development is on the heels of a lower predicted inflation number for 2024. The markets appreciated the...

Early this year, we published our 2023 strategy presentation. We argued that the system had significantly changed as rates were increased dramatically in 2022 and into 2023, and investors require a different approach to investing. Central banks around...

Last year was one to forget for investors, few asset classes were able to provide cover in a year when stocks and bonds were both down double-digits. The new year presents a different set of expectations and opportunities for the market. After a decade...