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FEBRUARY 2025

Trump’s New Cabinet and the Economy

A look at the potential economic impacts of the new Trump administration, plus opportunities in fixed income, the economy and markets, and Fed moves.

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JANUARY 2025

The Fed Takes a Wait-and-See Approach

The central bank held rates steady in January as Chair Powell reiterated the Fed will proceed cautiously before potentially cutting again.

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JANUARY 2025

A Look Back, A Look Ahead

A review of 2024 market and economic predictions, a preview of 2025 forecasts, and opportunities in fixed income.

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FEBRUARY 2025

Market Insights in 10 Minutes (February)

A look at the potential economic impacts of the new Trump administration, the state of the markets and economy, Fed expectations and opportunities in fixed income.

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Insights and Podcasts

About us

We are a multi-manager investment company consisting of managers who are:

Selective

Our managers implement strategies using highly selective, active, and process-oriented approaches that have stood the test of time.

Nimble

Each manager is efficiently structured to be nimble when implementing investment decisions, while being supported by the resources of a large financial institution.

Experienced

The managers have extensive institutional experience in their respective asset classes and in navigating varying financial environments.

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