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OCTOBER 2024

Market Views of the Election

Plus: Moves on the Treasury curve, fixed-income opportunities, and developments in the economy.

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September 2024

Leveraging Lessons of the Yen Carry Trade

Plus: Opportunities in fixed income, market analysis, and economic trends.

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SEPTEMBER 2024

The Rate Cuts Begin

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

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OCTOBER 2024

Presidential Election Special

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

Listen now

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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