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From the Investment Team

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March 6, 2024
When Will It End?

Though still relatively narrow in terms of the breadth of contributing stocks, the ongoing recovery from the 2021-22 bear market remains historically short and shallow. Past performance may tell us little in particular about the market’s future. But the historical context may offer fair reasons to maintain an otherwise risk tolerance-appropriate market exposure, despite the […]

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February 7, 2024
AI in Practice

In this podcast, I provide some early glimpses of the power of artificial intelligence in practice. I also discuss some concerns I have for the technologies' broader usage in investment management and allow Microsoft's CoPilot to chime in.

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