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4Q17 CIO Commentary

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4Q17 CIO Commentary

In this quarter's CIO commentary, we discuss tax cuts, international equity outperformance, the flattening yield curve, full employment, and the disappearance of the economic output gap.

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Happy Halloween.Trick or Treat?

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Happy Halloween.Trick or Treat?

Happy Halloween. The next few days will surely provide a few tricks, and treats, depending on the thickness of your wallet. Here are a few tricks and treats to look for in your candy bag:Happy Halloween. The next few days will surely provide a few tricks, and treats, depending on the thickness of your wallet. Here are a few tricks and treats to look for in your candy bag:

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3Q17 CIO Commentary

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3Q17 CIO Commentary

In this quarter's CIO commentary, we talk about picking a new Federal Reserve chairperson, the hurricane season, and take a deep dive into the implications of the Republican's tax framework document.

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4Q16 CIO Commentary

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4Q16 CIO Commentary

In this quarter's CIO commentary, we take a look at the winners and losers coming out of the Trump victory, make a deep dive into the risk-reward tradeoffs offered you US equities at the moment, and name the one US foreign relationship to watch most closely in the Trump era.