INSIGHTS

Sound Thinking

Rating the rate of rerating of rates

Rating the rate of rerating of rates What is “normal” in financial markets? Our latest Sound Thinking from CIO Ian Toner provides a unique perspective on how investors can think about characteristics of the market that are considered normal. Ian applies this to one of the most recent examples of what is normal – interest… More

May 2018

Balancing Paranoia and Complacency

Balancing Paranoia and Complacency In our latest Sound Thinking from Ian Toner, CFA, our CIO explores the current economic expansion through the lens of our basic human instincts of paranoia and complacency. Successful investment is about balancing these two instincts, as they both have a place in the decision making and information assessment process that… More

March 2018

Hold the Mayo!

March 2017

The Startle Reflex

December 2016