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Newsletter
The Way We Were
2022 was a very difficult year for the global financial markets. Both North American stock and bond markets suffered double-digit negative returns. As measured by ...
January 25, 2023
Newsletter
The Looming European Natural Gas Crisis
The Russian invasion of Ukraine has amplified energy security concerns, particularly in European Union (EU) nations. The EU has historically relied on Russia for over ...
November 29, 2022
Newsletter
The Dollar Safe Haven
The recent strength of the U.S. dollar highlights the extraordinary flight-to-safety of international investors following Russia’s invasion of Ukraine in February 2022. Since the invasion, ...
September 14, 2022
Newsletter
Valuations Matter
The first-half of 2022 proved to be a challenging time for global financial markets. High inflation, rising interest rates, the ongoing conflict in Ukraine and ...
July 13, 2022
Newsletter
The Geopolitical Divide
The events of February 24, 2022 shocked the world as Russia launched a large-scale military offensive in Ukraine. The U.S. and its allies responded with ...
April 4, 2022