June 2022 | Doug Loeffler, EVP Investment Management Most asset classes globally fell sharply in the first quarter, squeezed by a combination of rising long-term interest rates, concerns about Federal Reserve (the “Fed”) r [...]
The first month of 2022 turned out to be a volatile one We've received several questions about the state of the markets, and how your accounts may be affected, and we thought it would be a good time to share our perspectives [...]
Fundamental managers are often renowned for making predictions We've found that while a manager may be correct in their opinion, it may have some unintended consequences for clients EVP of Investment Management, Doug Loeffler [...]
Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and other risk assets’ prices This week's Market Minute with Executive Vice President of Investment Management, Doug Loeffler, co [...]
It could be that Jerome Powell and the Federal Reserve officials are the happiest of all of us to bid adieu to 2020 Earlier this year, during the emergence of the global COVID-19 crisis, the Fed pushed interest rates to historic [...]
For most people the end of summer means one last dash to the beach, back-to-school shopping, and some final wagering at the horse track At least this has been the case for me The last bet on the last race at the Del Mar Racetrack [...]