Library

Ebrahim Busheri

Director of Investments

Financial Planning » Investment Outlook 2021: Light at the End of the Tunnel

December 15, 2020 | Investment Themes

After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.

Ebrahim Busheri

Director of Investments

Financial Planning » Mid-Year Outlook: Staying on Track in a Runaway Market

July 15, 2020 | Investment Themes

The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.

Ebrahim Busheri

Director of Investments

Library » Semi-Annual Outlook: Sorting Through the Warning Signs

January 03, 2019 | Investment Themes

2018 was far more volatile than recent years, and we still see several key risks facing markets that are unresolved today. In our newest Semi-Annual Outlook, we lay out our concerns for financial markets and provide our perspective on what to expect in 2019.

Ebrahim Busheri

Director of Investments

Library » Now is the Time for Active Management

February 27, 2018 | Active Management

Valuations are extended, complacency is elevated, and we are entering the tenth year of a bull run. One wonders what Messrs. Graham and Dodd would think of the current market environment considering these realities. Their statement is even more relevant today, as risk management has taken a back …

Ebrahim Busheri

Director of Investments

Markets & Economy » Our Perspective on Recent Volatility

August 25, 2015 | Market Commentary

Last Thursday and Friday, domestic equity markets saw the sharpest two-day decline since 2011, with the S&P 500 Index, Dow Jones Industrials Index and Nasdaq Composite falling 5-6% over two days. It was a similar start to this week, with broad U.S. stock indexes down approximately another 3% …


Loading...