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 conducted our annual week-long set of due diligence meetings down in Florida last week. Don’t be confused by the exotic…
By Jean-Philippe Bry of Signature Global Asset Management With so much rhetoric from the Trump administration on tariffs and trade wars, we believe it’s helpful to provide an overview of recent developments and our take on how they could pan out. Even though markets have corrected, especially those most dependent…