The returns achieved in Q1 2019 have many asset allocators, including myself, scratching their heads. While a rebound from the severe...

October was a brutal month. Global equity markets saw a ~2 standard deviation move, leaving the global index down –3.8% YTD (before...

The Federal Reserve increased the Fed Funds rate as expected in September to a range of between 2% and 2.25%. Bond markets are assigning...