Category: Firm Publishing

  • January 15, 2026
    We came into 2025 with a view that the year would see high uncertainty due to new policy leading to…
  • April 4, 2025
    Markets have sold off the past two days since the announcement of the new tariff regime. We came into 2025…
  • December 16, 2024
    2024 will go down as a pivotal year. We witnessed the end of the Covid era as the economy transitions…
  • November 8, 2024
    With a change in Presidential administration combined with a likely unified Congress, new policy will be enacted. The magnitude of…
  • August 6, 2024
    Summary Equity markets have become more volatile over the past few days. The market has become concerned that the US…
  • January 23, 2024
    Serious global events have historically caused markets to become more volatile in the short term. Geopolitical risk rose in late…
  • January 4, 2024
    As publicly listed stocks, REITs are moved by emotions in the short term and, therefore, highly volatile because they are…
  • January 2, 2024
    Real estate is a large and diverse asset class. Investing in both public and private markets is beneficial. Over the…
  • December 14, 2023
    Overview Stocks have been very volatile. In the third quarter, there was a correction where the S&P 500 dropped more…
  • November 10, 2023
    Since the summer, we have been recommending high-quality core bonds (which include short-dated U.S. Treasuries). Although down the past few…