News 03. July 2023 CIO Commentary – “Macro Risk Rotation and the Zero-Sum Game” Year-to-date public markets have faced and cleared several macro hurdles including the US banking crisis, debt ceiling issue, and continuous…
News 23. March 2023 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…
News 14. December 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…
News 20. September 2022 CIO Commentary – Second Quarter 2022 Asset allocation is perhaps the single most important determinant of over/underperformance when it comes to delivering returns to investors. This…
News 20. June 2022 CIO Commentary – First Quarter 2022 The unwinding effects of the post pandemic government fiscal and monetary stimulus is now underway. Excessive liquidity creation during that…
News 21. March 2022 CIO Commentary – Fourth Quarter 2021 I am opening this quarter’s comments in the face of the continuing war in Ukraine, and accordingly I write with…
News 04. October 2021 CIO Commentary – Second Quarter 2021 The quarter was a strong one for our private equity heavy portfolios, the reasons of which are highlighted in our…
News 17. June 2021 CIO Commentary – First Quarter 2021 Economies are now at different stages of reopening which is correspondent to the degree to which local populations have become…
News 14. March 2021 CIO Commentary – Fourth Quarter 2020 The election, inauguration and impeachment tensions have now passed, and headlines have shifted to the classics such as monetary/fiscal policy,…
News 11. December 2020 CIO Commentary – Third Quarter 2020 As we approach the end of 2020 and recap the turbulent ride we have all been on over the last…
News 10. September 2020 CIO Commentary – Second Quarter 2020 The last few months have been full of emotional turbulence for many people for a variety of reasons. Lives were…
News 19. March 2020 An Alternative Perspective to Markets I will give a story that I hope will be an interesting alternative from the deluge of content about interest…