Review & Outlook

April 9, 2020

With the speed and energy of events forcing broad changes in our lives, we wanted to deliver your most critical information as rapidly as possible. Finding that the COVID-19 market retreat and economic shutdown has brought many of us to a point where taking stock has become not just part of our daily ritual, but a key part of our financial lives as well, we wanted no other distractions.

Review & Outlook

January 15, 2020

But for our part, having kept exposure largely intact through 2019 with a minimum of changes in weight and composition, we anticipate few adjustments in the year ahead so long as the market’s internals continue to be fed with positive breadth and momentum. Though anything can happen, we hope this refreshed optimism can help defer mean reversions, shake off fears, and even help absorb minor exogenous events. Better, the market has a history of climbing “walls of worry”.