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Eliminating Ego and Finding Value: Alex Fitch on “A.U.M. by FinChat” podcast (05.06.25)
Director of U.S. Research and portfolio manager Alex Fitch discusses the complexities of investing, the importance of balancing ego and clear thinking, and the...
May 6, 2025
The S&P 500 has corrected, now what? | U.S. equity market commentary 1Q 2025
During March, the S&P 500 fell 10% from its year-to-date peak in January; should investors be worried? Considering past market cycles, we believe staying invested and rebalancing portfolios pays off over the long-term.
Read More from Bill hereAre global markets shifting? | International equity market commentary 1Q 2025
As non-U.S. company earnings improve, and leadership and policy changes take place in Europe – the valuation gap is starting to narrow. However, new economic policies in the U.S. could present some challenges
Read More from David hereToday’s uncertainty gets priced into the market | Fixed income market commentary 1Q 2025
As tariffs and news headlines drive uncertainty, fixed income markets have started pricing in the impacts – presenting opportunity for value investors.
Read More from Adam here