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...
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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...
DownloadCapitalism 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...
Download2021 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...
DownloadInvestment 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...
DownloadInvestment 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...
DownloadInvestment 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...
Download2020 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...
DownloadInvestment 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...
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