Publications

Letter from the CIO - August 2020

Our Chief Investment Officer gives an overview of market developments and our portfolio activities in the past month.

August 07, 2020

Publications

Letter from the CIO - March 2026

Geopolitical Shock in the Middle East: Short-term Volatility, Fundamentals Still Prevail

March 17, 2026

Publications

Affordability, America’s Achilles’ Heel

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

February 13, 2026

Publications

Letter from the CIO - February 2026

Markets in Transition: Fewer Obvious Trades, Greater Balance

February 12, 2026