• "If past history was all

    there was to the game,

    the richest people

    would be librarians."

    ~ Warren Buffett
  • "The investor's

    chief problem -

    even his worst enemy -

    is likely to be himself."

    ~ Benjamin Graham
  • "The four most

    dangerous words in

    investing are:

    ‘this time it's different.’"

    ~ Sir John Templeton
  • "The individual investor

    should act consistently

    as an investor and

    not as a speculator."

    ~ Benjamin Graham
  • "An investment

    in knowledge pays

    the best interest."

    ~ Benjamin Franklin

Investment Philosophy

 

White

papers

 

How Should Investors Handle a
Tightening Cycle?

 

Diversification:  What is it Good For?
(September 2013)

 

Strategies for a Bond Bear
Market (March 2013)

 

Are European Equities a Buy?
(August 2012)

 

The End of QE2:
What are the Implications?
(June 2011)

 

 

 

Quarterly

commentary

 

3Q18 Markets in Focus

 

2Q18 Markets in Focus

 

1Q18 Markets in Focus

 

Q417 Markets in Focus

 

3Q17 Markets in Focus

 

2Q17 Markets in Focus

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Weekly

newsletter

 

December 7, 2018

 

November 30, 2018

 

November 16, 2018

 

November 2, 2018

 

October 19, 2018

 

October 5, 2018

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

  

 

 

 

 

Please fill out this form to receive our Market Commentary newsletter:

All fields marked with an asterisk (*) are required.

Captcha Letters not clear ?
Click to renew captcha