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.

Investment Perspectives 1Q April 2017

Diversification, as a fundamental component of prudent investment management, has tested the patience of investors over the most recent bull market in US equities. International equities have trailed by a Read More

2017 Global Asset Allocation

US Equities again proved to be the best performing major asset class with a return of 12% in 2016. During the year we experienced rapid sector rotations with large swings Read More

Investment Perspectives 3Q October 2016

Consumer purchasing is responsible for about two-thirds of the American economy. Whether it is spending on durable goods, such as cars or housing, or on services, such as education and Read More

Investment Perspectives 2Q July 2016

Brexit, a contraction of the words “British exit,” refers to the June 23, 2016 referendum by voters in the United Kingdom to leave the European Union (“EU”). The surprising outcome Read More

Investment Perspectives 1Q April 2016

Over time, corporate profits are the primary driver of the stock market. The observed correlation between stock prices and corporate earnings serves as the basis for a fundamental research-based approach to investing in equities. At Aureus, we use our own internal research and understanding of companies as the primary method of choosing stocks.

2016 Global Asset Allocation

The Aureus annual global asset allocation reviews the risks and opportunities available in global financial markets
and their potential impact on the investment portfolios of our clients.

Investment Perspectives 3Q October 2015

In January, we published our 2015 Global Asset Allocation Review, and throughout the year we revisit this work based on new and updated information that may influence our outlook for the financial markets. In this piece, we review economies, markets and valuations and provide commentary on changes in 2015.

Investment Perspectives 2Q July 2015

In late June, two debt crises caught the attention of investors everywhere. Greece appeared to be close to the precipice of an unprecedented default on loans to the European Union (EU) governing bodies. In a less headline grabbing announcement, the Commonwealth of Puerto Rico declared that it needed to renegotiate and lower its debt commitments to creditors.

Investment Perspectives 1Q April 2015

From its peak last June, the price of a barrel of crude oil fell 60% to its low in this year’s first quarter. While such a decline is unusual, it has happened before. Examining past declines and the reasons behind those, we explore potential winners and losers, as well as what might happen in the oil industry from here.

2015 Global Asset Allocation Review

The purpose of the Aureus annual global asset allocation review is to assess the risks and opportunities available in global financial markets and their potential impact on the investment portfolios of our clients. Our views are expressed over two frameworks:

Archived Investment Perspectives