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 February 2020

Over the past week, we have witnessed the market make a rapid about-face from “COVID-19 doesn’t matter”, to “COVID-19 might matter a lot.” This change of outlook has driven the Read More

2020 Global Asset Allocation

The Aureus annual asset allocation review evaluates the risks and opportunities available in global financial markets and their potential impact on the investment portfolios of our clients. Our Asset Allocation Read More

Investment Perspectives 3Q October 2019

In mid-August, the Business Roundtable, an influential trade group comprised of most of the largest US companies, announced that 181 of its CEO members had signed a new Statement on Read More

Investment Perspectives 2Q July 2019

The initial public offerings (“IPOs”) of a few highly-recognizable businesses pushed the IPO market back into the headlines in 2Q19. Most notable among these were Uber and Lyft, two competing Read More

Investment Perspectives 1Q April 2019

In the first quarter of 2019, we officially passed the 10th anniversary of the 2008-2009 financial crisis market low, struck on March 6th, 2009 when the S&P 500 touched 666. Read More

2019 Global Asset Allocation

2018 – Year in Review The financial markets last year were a mirror image of their performance in 2017. Two years ago, optimism reigned, as both economic and political forces Read More

Investment Perspectives 4Q December 2018

Recently, the market downturn has dominated headlines in the financial press. While selloffs are to be expected in the equity markets, that doesn’t make them any less unsettling when they Read More

Investment Perspectives 3Q October 2018

Reshuffling the deck: The S&P is modifying the major categories of the market in the most significant reclassification of industry groups since the index officially adopted standardized sectors back in Read More

Investment Perspectives 2Q July 2018

Over the past several months the terms tariff and trade war have garnered increased attention in the media. President Trump is emphatic that the United States is engaged in several Read More

Investment Perspectives 1Q April 2018

During the first quarter of 2018, the stock market reminded us once again that it can and does go down from time to time. Unfortunately, in practice the ability to Read More

Archived Investment Perspectives