2019: The Year in Review

Markets | Jan 10, 2020

Welcome to a new year and a new decade. In this blog post, I would like to provide you with a brief overview of some key investment market developments over…

Fixed income - still a traditional hedge?

Answering Your Questions on Fixed Income

Markets | Dec 2, 2019

What are your thoughts on the fixed-income market today? The fixed-income market continues to present significant challenges for income-seeking investors. If held to maturity, negative-yielding bonds guarantee a negative return…

Not your typical trip to Orlando…

Events | Nov 1, 2019

It was Benjamin Franklin who once famously quipped “An investment in knowledge pays the best interest.”  We’ve always believed that to be true, and so to hold ourselves accountable, we…

Negative-yielding debt reaches $17 trillion

Markets | Sep 26, 2019

Negative bond yields occur when issuers of debt are paid to borrow. This unusual situation has taken financial markets by storm as negative-yielding debt recently reached an unprecedented $17,000,000,000,000 globally….