MARKET INSIGHTS

2020 Q3 Market Commentary

As we move into the end of 2020, the easy economic rebound is likely behind us and now the hard work begins. In this quarterly, we will discuss some of the diverging paths we are seeing in this economic recovery, outline the risks going forward and suggest how to invest in these highly uncertain times. Especially as many asset classes are at or near record highs and finding value is just as difficult, if not more, than before the pandemic.

Click here to read a PDF of the written commentary.

2018 Q1 Market Commentary

Controlling Emotions in an Algorithmic World

Comments on Recent Market Volatility 2/5/2018

VCA 2018 Themes and Outlook

Verdence View on Tax Cuts and Jobs Act

Bitcoins & Bubbles

2017 Q2 Market Commentary