Our CEO Jeff Thompson talks about the current market conditions.
Recorded February 28, 2023
Jeff Thompson
Chief Executive Officer | Portfolio Manager
Our CEO Jeff Thompson talks about the current market conditions.
Recorded February 28, 2023
Chief Executive Officer | Portfolio Manager
What a difference a quarter makes. Equities have reclaimed all-time highs off reflated valuations following major drawdowns corresponding with trade and policy uncertainty. Trump removed a good deal of uncertainty with his “pause” on tariffs and risk markets rallied hard.
Is Dust Settling? Risk happens fast! Identifying investment regime changes and opportunity is the most important part of asset allocation....
2025 has been no stranger to volatility. In our last commentary, we warned that with high valuations and economic uncertainty (Chart 1),...
First off … thank you! Another year is in the books, and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust...