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Market Update 2H 2023

This year has been different than most analysts were forecasting eight months ago, with U.S. economic growth – supported by a resilient labor market – remaining firm even as the Federal Reserve has continued to tighten monetary policy to address inflation. With the anticipated economic slowdown or recession yet to materialize, confidence is growing that […]

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Percent Market Insights: May 2023

Volatility settled down considerably in April, supporting another solid month for risk assets, including global equities and corporate bonds. U.S. Treasury yields were volatile during the month, particularly at the short end, but actually ended the month little changed. Concerns about a bank crisis following the March failures of Silicon Valley Bank (“SVB”) and Signature […]

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Alternative Investments: Exploring Asset Types

This article is the third part of a series on alternative investments. Read the first and second parts. Alternative investments do not simply differ from traditional investments by being less liquid and offering lower correlation. Their entire makeup, portfolios, and methods of valuation are all markedly different from that of stocks and bonds. Thus, investors […]

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Alternative Investments: Asset Correlation

This article is the second part of a series on alternative investments. Read the first part here. All investments incur some level of risk, but many alternative assets are considered to be high(er) risk assets for a variety of reasons, including a lack of well-regulated and monitored exchanges, limited liquidity due to the lack of […]

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Percent Market Insights: March 2023

How quickly things change! Having started the year with an across-the-board rally in risk assets, February delivered a stark dose of reality to investors. To be fair, the ongoing inflation issue has been at the forefront of investors’ minds in both the U.S. and the Eurozone for many months now. However, periodic reminders that we […]

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Alternative Investments: An Introduction

This article is the first part of a series on alternative investments. While stocks and bonds come most readily to mind, there are many more types of investments available to individuals and institutions. These ‘alternative’ investments (so-called because they are not traditional equities or fixed-income securities) are numerous and have existed for decades. As investors […]

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