Investment management professionals are like physicians—we take care of our clients, not only of their wealth but also of their well-being, through the science of investing. Dedicated investment-management professionals ask, listen, empathize, educate, prescribe and treat.


February 2015

  • 2015 Asset Allocation Themes

    Asset allocation philosophy lies in three aspects: Market technicals and momentum: Market technicals can have meaningful short-term impact on asset prices. Macro fundamentals: Asset class returns are influenced by surprises in growth and inflation as well as central bank and fiscal policy. Valuations: Long-term mean reversion drives returns over long-term investment horizons. Beginning valuations levels… Continue reading

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