Investment Insights & Resources

The financial markets are inundated with facts, opinions, research, and forecasts. Our investment team brings decades of experience in distilling this vast amount of information down to actionable and key observations. Below you will find an overview of various deliverables and resources you may find interesting.

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.

Contact us to receive this Quarter’s Market Review

View Sample

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.

Contact us to receive this Week’s Market Review

View Sample

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.

Contact us to receive this Month’s Market Review

View Sample

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.

Contact us to Receive Samples of Historical Flash Memos

View Sample

 The Weekly Set

Market Observations and Insights in Fifteen Minutes

Born out of the desire to provide a convenient fifteen-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 9AM on the BrightTALK network 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. Accordingly, here you will find several thought pieces we have found interesting, timely, or uniquely contrarian.

View the Latest Resource

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 Week

Also featured in The Weekly Set, the Chart of the Week is one that we find especially relevant or timely as it pertains to prevailing market narratives over the prior week.

Featured Comic Strip

Managing investments doesn’t have to always be stressful. Here’s a few things that made us chuckle.

Quarterly Poll

Each quarter, we send out a poll to hear from you.

Create your own user feedback survey