INSIGHTS

2020 Q4 White Paper: Politics and Portfolios

In this white paper, we will focus on what we know and not speculate on what we do not know. We will aim to ease the unnecessary anxiety over the 2020 election and emphasize that underlying economic fundamentals are more important when looking at your long-term investment cycle than who takes the seat in the White House.

 

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2019 Q1 Market Commentary

2019 Q2 Whitepaper: New York Gives Up its Prime Membership (4 min. video)

2019 Themes and Outlook

Special Report: Market Volatility

2018 Midterm Elections and What Investors Should Know

2018 Q3 Market Commentary

Emerging Market Currencies and Modern Currency Crisis

2018 Q2 Market Commentary

Inflation Inflection Point

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