Portfolio Insights

What Does a “Neutral” Portfolio Look Like?

When constructing a portfolio of global stocks, whether for clients or simply for yourself, it helps to have a reasonable starting point. This month, I’d like to introduce the concept of a “global neutral” equity portfolio,…
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Key Financial Changes in 2021

Happy New Year! We hope you and your family had a safe and healthy holiday season, and that 2021 brings good fortune and health to you all. We wanted to be sure you have our handy reference to…
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A Recap of Markets in 2020

2020 was a remarkable year in a number of ways, including for financial markets, which established several new historical records. The crash in stock prices as the Coronavirus pandemic unfolded in February and March is well…
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It’s Time to Refinance (again)

The 2020 pandemic recession was one for the record books. The pace at which it unfolded was breathtaking, as was the speed of the recovery. U.S. GDP growth collapsed by 31.4% (annualized) in 2Q2020 after most…
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A Quick Note on the 2020 Election Outcome

In recent months, the perceived gap between US stock market performance and underlying economic fundamentals has grown to extreme levels. While US market indices sit near all time highs, the economic backdrop remains shaky; more than…
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