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-Perspectives

During the past twenty-five years, the US led the world in an economic direction notable for great acceptance of risk, increased leverage, and an emphasis on short-term profits. While one consequence of this strategy was apparent worldwide wealth creation, this was built on the illusory belief that the scaffolding holding up world economies was solid, and that the support structure would withstand some disruption.

Archived Investment Perspectives