Articles
View our selection of articles including quarterly commentaries, blogs, and deep dives.
Opinion
Opinion
Tariffs – The Biggest Tax Grab Ever, E-V-E-R
Like Trump’s wall, the key question is who will pay for these tariffs and how does the impact trickle down to our investments?
Opinion
Why Tariffs?
There has been a lot of discussion about tariffs post-election, and a simple tweet caused the currency markets to erupt. So, if free trade has been so good for us, why are tariffs even on the table?
Opinion
Back to School Special?
School is around the corner. Is the market in for a pleasant surprise?
Opinion
Guiding Monetary Policy: Are the Reins too Tight?
If fiscal policy is a tool for politicians who see approval from the electorate, then monetary policy is a tool that is designed to guide economic growth.
Opinion
The Virtues of Volatility: Embracing Volatility as an Asset Class
Systematic strategies create opportunities for active managers. Many managers spend considerable time...
Opinion
Cryptocurrencies as an Asset Class
In a future form, digital currencies are likely to be backed by tangible assets. Fiat currencies were once backed by gold.
Opinion
A Deep Dive on the FOMC Dot Plot
The dot plot represents an assessment of the expected target for appropriate monetary policy over different time periods.