Capitulating or Cascading?
Summer 2022 Market & Economic Commentary If there was “nowhere to hide in Q1 of 2022,” as we led with in North…
Inflation, Invasion, Inversion, Oh My!
Spring 2022 Market & Economic Commentary It may seem like there was nowhere to hide in Q1 of 2022. With inflation still…
FOMO – Fear of Missing Out, or Fear of Momentum?
Summer 2021 Market & Economic Commentary The continued strength of global equity markets makes all the sense in the world…. in a…
Putting the “U.S.” in Stimulus
Spring 2021 Market & Economic Commentary Economic crises often call for massive fiscal action. The New Deal and the enormous amount of…
The Y²O-Y²O | Winter Market & Economic Commentary
Winter 2020/2021 Market & Economic Commentary 2020 certainly was a yo-yo ride in so many ways. The first and most amazing was…
As the OCIO Industry Grows, Calls for Transparency and Standards Get Louder (FundFire)
In a recent interview with FundFire, I spoke with author Aziza Kasumov for a piece recently published in FundFire in which I…
Twin Peaks?
Summer 2020 Market & Economic Commentary The recent recovery in the capital markets has been nothing short of miraculous. Yes, the economy…
COVID-19 Update | Opening Act
As states and countries begin to reopen, virus case numbers continue to move in the right direction. Continental Western Europe is following…
The Virus That Broke the Program
Spring 2020 Market & Economic Commentary By: Jim Scheinberg – May 8, 2020 If you are reading this quarterly commentary, you know…
Into the Great Unknown