INSIGHTS

2022 Themes and Outlook: A Shifting Global Economy

(Watch time 13 minutes) Global economic growth is shifting, and 2022 may test the mettle of traditional investing.

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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