Client Resources
What’s happening in the markets? Why did it happen? What does it mean? Our experts offer unbiased, independent insight into the past so we can understand the future.
Quarterly Review
Our experienced investment team provides clients with a recap of our current views and a detailed summary of the prior quarter financial market performance, key economic releases, and policy developments.
Weekly Review
Our experienced investment team provides our clients with comprehensive market data and a written executive summary of the prior week’s financial markets, key economic releases, and policy developments. Below you will find a sample weekly commentary which is emailed directly to clients in time for their Monday morning cup of coffee so they start the week off well informed.
Monthly Review
Our experienced investment team provides our clients with an executive summary of the prior month’s financial market performance, key economic releases, and policy developments. Below you will find a sample monthly commentary which is emailed directly to Clients so they charge into the new month well informed.
Flash Market Memos
Market shocks and idiosyncratic events happen at a moment’s notice. In times like these, it helps to have the hard facts and guidance in hand to gauge the appropriate way forward. It is precisely at these market inflection points where we issue flash memos to all Clients to provide a timely and informed read of these notable events.
The Weekly Set
Market Observations and Insights in Thirty Minutes
Born out of the desire to provide a convenient thirty-minute session at the beginning of each week, The Weekly Set offers real-time observations and insights of the prior week’s financial markets, key economic releases, and policy developments from the firm’s senior professionals. Clients can tune in every Monday at 8:30AM CST to know what we are thinking in real-time.
Learn about the future by understanding the past. Check out The Weekly Set Backfiles, an archive of data, insight, and policy analysis that highlights our read on the market.
What We’re Reading
As generalists, our experienced investment team routinely absorbs in-depth research, viewpoints, and thought pieces from specialists all around the world. We constantly consume research publications, white papers, and articles from industry media, research boutiques, investment firms, and various other sources.
Monthly Market Data
Check out our latest Capital Markets Monitor. One of many internal tools we use to keep an eye on the markets.
Chart of the Month
The Chart of the Month is one that we find especially relevant or timely as it pertains to prevailing market narratives.
Featured Comic Strip
Managing investments doesn’t have to always be stressful. Here’s something that made us chuckle.
