Thinking Ahead: Managing Risks & Uncovering Opportunities through Market Instability

The spread of COVID-19 has become a heartbreaking public health crisis, and fear of its impact has...

The Long View: Five Predictions for 2030

After the tremendous response we received for our Twenty Predictions for 2020 (and finally getting ...

Twenty Predictions for 2020

Our predictions for 2019 weren’t perfect, but we did get some things right. The Federal Reserve...

Thinking Ahead: Facing the Unpredictable - A New Paradigm for Fixed Income

Predictions are big business on Wall Street. Huge amounts of time and money are spent forecasting...

Nineteen Predictions for 2019

Our predictions for 2018 were by no means perfect, but we did get some things right. Economic...

Wavelength Insights: A Crisis in the Making - Liquidity in the Bond Market

After a decade of central bank policies pumping liquidity into markets, many investors have come to...

Thinking Ahead: Artificial Intelligence for Investing

Originally Posted in the CFA Enterprising Investor

Thinking Ahead: The Future of Market Efficiency

Amidst the recent uptick in volatility, an important question resurfaced: are markets efficient?...

Sixteen Predictions for 2016

We believe a key investment principle is to avoid situations where you have less than a 50% chance...

Thinking Ahead: The Future Path of Interest Rates - An Economic Guide to Yield

On December 16, 2008, in the closing act of a 30-year bull market in bonds, the Federal Reserve’s...

Thinking Ahead: Risk of Venture Capital Bubbles Beyond Wall Street

Wavelength Insights: Market Typhoon - The overlooked input that may lead to China's continued devaluation

For 30 years the Chinese economy enjoyed a 10% growth rate that resulted in, as some predicted, the...