Insights

Read about the latest thinking from our portfolio managers pertaining to our business.

Apr 9, 20181 min read

No Free Lunch

Q1 2018 showed S&P 500 volatility, closing near year-end levels. Tech stocks led growth, and rising rates may boost fixed income returns.

Jan 11, 20182 min read

2017 Year End Letter

This is the time of year for predictions. Staying invested is key, as missing the best days significantly impacts returns.

Jan 11, 20182 min read

2017 — High Returns, Low Volatility

2017: S&P 500 soared 21.8% with record-low volatility. Markets thrived on low rates and strong earnings growth.