As we pen this first quarter update amidst the comfort of markets residing around all-time highs, we can’t help from looking back at our Investment Update this same time one year ago.  The extreme uncertainty of that moment still comes through in our commentary, as...

The haste to put 2020 in the past is understandable on many levels, though from an investment perspective, equity investors may do so with mixed feelings. This improbable year finished strongly for stocks with most broad market averages ending the year near or above their...

Stocks advanced strongly in the third quarter, extending the rally from the pandemic-driven lows of late March.  While the first phase of this recovery seemed to defy most conventional views at the time, the strength in the third quarter was accompanied by increased investor confidence...

We hope this note finds you well.  As our client interaction remains more on the virtual side, we will continue to be more active with our periodic notes and updates. Following a strong second quarter, most trends have continued into the current quarter.  Stocks have moved...

The surprisingly strong rebound in stocks against a backdrop of severe economic and social duress is among many storylines that have emerged over the recently completed quarter. We’ll comment below on some of the drivers behind this strength and offer thoughts on where we go...

Following our previous studies of artificial intelligence and blockchain technology, this paper examines the extraordinary progress in the field of genomics. We have already seen some of the life-changing possibilities that have come from recent discoveries. The path forward seems only constrained by our imagination...

We hope everyone is staying healthy. As most of us will see some moderation to our shelter in place guidelines in the coming days and weeks, we expect our habits of staying safe will remain as essential as ever. Since much has transpired since our most...