Since our last Markets in Motion, our Global Macro view has begun to playout. Since mid-May, growth/quality equities have turned from laggards to leaders as cyclical assets have faltered. We think...

This month, during our investment committee meeting, we made no changes to our global tactical portfolios. We believe these are our best meetings because it means our monthly process has built...

Concerns about higher than expected inflation have weighed on investors over the past few months. In our March Markets in Motion, we discussed our view that structurally higher inflation is not a...

Bond yields have jumped sharply in recent weeks. But this isn’t so surprising … in our January Markets in Motion, we felt 2020 marked a secular low point for rates and urged clients to re-think how...

Bitcoin keeps gaining momentum in price and institutional interest. The world’s favorite cryptocurrency has gone stratospheric since late last year and recently eclipsed the $50,000 level. Such...

First off … thank you! 2020 is over (finally) and we are grateful to all our Advisors, Brokers, and partners who trust us with your business. We love being able to do this every day and look forward...

The US election has passed without any big surprises. In Our US Election Markets in Motion: Part 1, our October 28 Webinar, and our recent Short-term Outlook, we favored three election outcomes: Joe...

The United States Presidential & Congressional Election is less than a week away. We wanted to spend this time sharing our thoughts and research to help navigate you and your clients through...