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 2Q July 2021

It is likely you have seen the acronyms “ESG” and “SRI” more frequently in financial literature over the past few years. As our society has increased its focus on environmental Read More

Investment Perspectives 1Q April 2021

A fitting adjective for the last year could be “volatile”: emotionally, politically, and, as it pertains to investors, financially and economically. While we are used to big swings in the Read More

Capitalism Reborn

By David W. Scudder Aureus Co-Founder David Scudder recently wrote a paper on the state of capitalism in the 21st century. Please click the link below to download a copy.

2021 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 2020

Over the past five years, the S&P 500 Index (or “stock market”) has become increasingly dominated by a handful of mega-cap technology companies.  This new composition (and concentration) of the Read More

Investment Perspectives 2Q July 2020

One of the lasting lessons from the 2016 Presidential election is that polls and pundits can be wrong. While early, the 2020 election appears to be tilting in favor of Read More

Investment Perspectives 1Q 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

Archived Investment Perspectives