Knowledge powers informed decisions in any market environment.

• Dec 17, 2024
• Patrick Jamin

The Benefits of Hedged Equity Investments

What Are Hedged Equity Investments? Hedged equity investments are financial strategies that blend...

• Oct 20, 2024
• Patrick Jamin

Achieving Gold: Parallels Between Olympians and Investors

President and CIO Patrick Jamin, CFA, FRM, reflects on the 2024 Summer Olympics in Paris, noting...

• Oct 20, 2024
• Julia Zhu

Fixed Income Shines Amid Fed Rate Cuts and Economic Shifts | The Fixed Income Outlook Q3 2024

Researcher Julia Zhu shares her observations and guidance for fixed income in Q3 2024.

• Aug 2, 2024
• Julia Zhu

Easing Inflation, Market Rotation, and Election Uncertainties - Market Update August 2024

Current Equity Exposure

• Jul 25, 2024
• Patrick Jamin and Jacob Wick

Q2 2024 Update with Patrick Jamin and Jacob Wick

• Jul 22, 2024
• Julia Zhu

Yield Advantage and Softer Inflation Drive Fixed Income Opportunities | The Fixed Income Outlook Q2 2024

Researcher Julia Zhu shares her observations and guidance for fixed income in Q2 2024.