2022 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

SALT Conference: Bitcoin

Kari spoke at this year’s SALT Conference about Bitcoin with Anthony Scaramucci.

Watch the full talk on YouTube.com

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 Policy describes our positioning for the coming year and may be adjusted as market conditions evolve.


Beyond this annual perspective on global allocation, Aureus also develops a customized investment policy for each client based on their specific goals and objectives.

Op-ed: Investors parking money in Big Tech names should think twice

Tech giants peaked during the pandemic, but seemed to fall out of favor last September as vaccine development began to bear fruit and investors focused on “reopening” stocks.

Read the full article on CNBC.com

Op-ed: At some point, sky-high valuations will matter just like they did for the dot-com busts

It’s not often that celebrity home-buying sprees give me insights into the stock market.

However, when I read last Friday about Ellen DeGeneres’ purchase of a $49 million house in Montecito, California, I realized that this behavior helped me understand the current exuberant state of the stock market.

Read the full article on CNBC.com

Op-ed: Companies that adapted to Covid-19 could be the winners after the vaccine as well

I knew the day was coming, even if an effective vaccine would be announced shortly (which it was), my most “normal” activity, playing tennis, was, again, going to succumb to Covid-19 protocols. The virus has been surging in my state, with daily cases up over tenfold compared to where they were in June. Finally, the decree came down from the State House – we must wear masks in many places previously deemed safe, including the tennis court. My heart sank when I heard the news.

Read Kari’s full article on CNBC.com

CNBC: Utilities aren’t the most exciting, but one stock is surging thanks to growth and ESG momentum

Kari was mentioned in this recent CNBC Pro article

The utilities sector isn’t exactly known for exciting investors. These companies aren’t going to see their shares shoot up in a heartbeat, like some names in the high-flying technology sector. Nor are they household names that consumers know and love.

Read the full article on CNBC.com

CNBC: Breaking down the right time to buy the heavily discounted reopening stocks

Premiums and discounts are fascinating for investors. Nine months ago, you couldn’t give away a huge house in most suburban neighborhoods outside major U.S. cities. Now, those same houses sell at a huge premium to their 2019 prices, and penthouses on the 60th floor in Midtown Manhattan have slipped to a steep discount from their pre-Covid level.

Read the full article on CNBC.com

Op-ed: Tech correction was a worthwhile test for the market, which now looks more reasonably valued

On the morning of Sept. 3, the market began to fall, led on the descent by the same technology stocks that had captained the gravity-defying charge upward since late March. Despite being bullish for months, my partners and I appraised the August surge more as a feeding frenzy than the thoughtful recalibration of improving valuations.

Read the full article on CNBC.com

Op-ed: Investors should watch how companies are retooling their sales efforts to meet coronavirus challenges

What seemed like a few decades ago, I mean in February, people used to occasionally ask “How’s business?” Despite usually responding, “Fine, thanks,” I would often think of the inquiry as two-part. One, and probably most important, was about our investment performance, but the other concerned our operations, particularly new business.

Read the full article on CNBC.com