In Defense of Core Bonds

Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. Despite the poor start, we don’t think the value proposition for bonds has changed much. Moreover, with yields on most fixed income markets moving sharply higher, now could be a […]

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U.S. Markets Overcome Ukraine Challenges

U.S. and International Equities Most Markets Lower Firstly, our thoughts go out to those impacted by Russia’s invasion of Ukraine and we hope the conflict end’s quickly. This week, U.S. major equity markets finished higher with the exception of the Dow Jones Industrial Average.  Clearly the Russia-Ukraine conflict has added to the previously existing monetary […]

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