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november 2024

In the Wake of the Election

Plus: Opportunities in corporate credit, the underrated U.S. economy, market action and possible Fed moves.  

Read more
NOVEMBER 2024

The Fed Cuts Rates Again

The central bank lowers rates for a second time in 2024, citing easing inflation and labor conditions.

Read more
OCTOBER 2024

Market Views of the Election

Plus: Opportunities in fixed income, Fed moves, and developments in the economy.

Read more
november 2024

Market Insights in 10 Minutes (November)

Initial post-election impacts on markets, the underrated U.S. economy, the Fed and interest rates, and fixed-income opportunities.

Listen now

Insights and Podcasts

November 2024

In the Wake of the Election

Plus: Opportunities in corporate credit, the underrated U.S. economy, market action, and possible Fed moves.

November 2024

The Fed Cuts Rates Again

The central bank lowers rates for a second time in 2024, citing easing inflation and labor conditions.

October 2024

Market Views of the Election

Plus: Opportunities in fixed income, Fed moves, and developments in the economy.

September 2024

The Rate Cuts Begin

The Fed lowers interest rates by a sizable 0.50%, stating inflation and employment goals are now “roughly in balance.”

November 2024

Market Insights in 10 Minutes (November)

A look at initial post-election impacts on markets, the underrated U.S. economy, the Fed and interest rates, and fixed-income opportunities.

October 2024

Presidential Election Special

An in-depth analysis of the 2024 presidential and congressional elections.

View All Commentaries

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.

Learn More
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