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Investment Commentary: Necessity is the Mother of Invention

By Andrew R. Duncan, CFA® Americans are renowned for their inventive and entrepreneurial spirit. This underpinning of society has birthed US technological advancements within numerous industries across the globe over …

Investment Commentary: It’s Déjà Vu All Over Again

By Jonathan McAdams, CFA® The late, great Yogi Berra reportedly uttered this phrase after watching Mickey Mantle and Roger Maris repeatedly hit back-to-back home runs for the Yankees in the …

Investment Commentary: Can The US D.O.G.E. a Bullet?

By Yuval Ezer, CFA® As we write this in late December, the market stands near all-time highs, reflecting an exceptional year for investors. Following the ~3% drawdown of the S&P …

Investment Commentary: President Trump – The Sequel

By Jonathan McAdams, CFA® Hollywood, and movie audiences, love a good sequel – and there are no shortages this holiday season with the likes of Gladiator 2, Moana 2, and …

Investment Commentary: Through the Looking Glass

By Andrew R. Duncan, CFA® As Alice in Wonderland discovered when she traveled through the looking glass, we cannot change our past, but we can learn from it to prevent …

Investment Commentary: Investing with the Capacity to Suffer

By Yuval Ezer, CFA® In recent months, market volatility has increased significantly, driven by shifting narratives, geopolitical uncertainties, and economic fluctuations. The fear of missing out (FOMO) can be a …

Investment Commentary: Change is an Opportunity

By Andrew R. Duncan, CFA® Change almost always represents an opportunity. People tend to be resistant to change, but it is a building block to personal and professional growth. Whether …

Investment Commentary: The Politics of Fear

By Jonathan McAdams, CFA® To say that the political landscape has been volatile of late would be a gross understatement. Over the course of a few weeks since the first …

Investment Commentary: Meet the New Boss.. Same as the Old Boss?

By Robert F. Taylor, CFA® At first glance, the lyrics “meet the new boss, same as the old boss” from The Who’s song “Won’t Get Fooled Again” aptly captures the …

Investment Commentary: The Quest for Power

By Andrew R. Duncan, CFA® US electrical utilities are currently experiencing a significant increase in electrical power demand with further increases expected, and the risk of power shortages should lead …