2023: Mid-Year Outlook

 June 30, 2023 |Michael Capobianco
While the equity and fixed income investment environments in coming months will likely be tied to the U.S. economy’s fate, a broader perspective is called for. Our Midyear Outlook argues for patience while financial markets work through persistent challenges...
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U.K: Political Uncertainty Has Created Opportunity

 June 23, 2023 |Michael Capobianco
Good Morning, European and UK equity markets are trading at valuations which can be seen as unusually attractive. While an underweight position in both regions makes sense at current, compelling longer term opportunities are starting to appear. With the...
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A Very Narrow Band

 June 13, 2023 |Michael Capobianco
The S&P 500 has been on a good run this year. The bulk of gains have come from a handful of stocks. Let’s examine what this means for future performance and portfolio positioning. At the half-way point of 2023, the S&P 500 Index has proven resilient despite...
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