Investment Perspectives

Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.

Client Letter: Investment Perspectives

The financial markets have begun to anticipate change. As market psychology has shifted from hopeful to risk averse, there are those who have interpreted this recent change as a major inflection point in market direction. Our near to medium term outlook has been tempered by this shift in market dynamics, to a less vigorous second half of 2006 than originally thought.

Archived Investment Perspectives