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Category:
Firm Publishing
WEFO 2025 Review and 2026 Outlook
January 15, 2026
We came into 2025 with a view that the year would see high uncertainty due to new policy leading to…
Market Update – April 4, 2025
April 4, 2025
Markets have sold off the past two days since the announcement of the new tariff regime. We came into 2025…
2024 Review & 2025 Outlook
December 16, 2024
2024 will go down as a pivotal year. We witnessed the end of the Covid era as the economy transitions…
Market Update: Post Election Impact
November 8, 2024
With a change in Presidential administration combined with a likely unified Congress, new policy will be enacted. The magnitude of…
Equity Market Update
August 6, 2024
Summary Equity markets have become more volatile over the past few days. The market has become concerned that the US…
Geopolitical Risk Update
January 23, 2024
Serious global events have historically caused markets to become more volatile in the short term. Geopolitical risk rose in late…
Public Real Estate (REIT) Market Update
January 4, 2024
As publicly listed stocks, REITs are moved by emotions in the short term and, therefore, highly volatile because they are…
Asset Allocation – Combining Private and Public Real Estate
January 2, 2024
Real estate is a large and diverse asset class. Investing in both public and private markets is beneficial. Over the…
Equity — Strategy Framework
December 14, 2023
Overview Stocks have been very volatile. In the third quarter, there was a correction where the S&P 500 dropped more…
Fixed Income— U.S. Debt Dynamics
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…
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