CIO Commentary – “From Stones to Silicon”

CIO Commentary – “From Stones to Silicon”

The pendulum of “risk on/risk off” that is driven by temporal changes in expectations around the magnitude and timing of interest rate cuts (or lack thereof) continues to drive daily equity prices. The issue is whether core inflation is being tamed or is untamable and...
CIO Commentary – “Trigger Warning”

CIO Commentary – “Trigger Warning”

During my career, there have been three systemic related banking system failures: the 1988/90’s S&L Bailouts, the 2007/08 Global Financial Crisis (“GFC”) and now the smaller Silicon Valley Bank (“SVB”) and Signature Bank...
CIO Commentary – Third Quarter 2022

CIO Commentary – Third Quarter 2022

“Creative Destruction: Here We Go Again” Wrapping up a year-end review and setting the stage for the next is always a complex endeavor, especially when markets have witnessed historic and rarely precedented behavior across all asset classes (whether risk assets or...