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...
CIO Commentary – Second Quarter 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 has always been a complex endeavor, but it seems despite having seen a full spectrum of macro issues to digest over the...
CIO Commentary – First Quarter 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 period first flowed into the capital markets (mostly risk assets) but now this has essentially “spilled over” into the...