Market Insights We are pleased to share our uncommon insights into today's capital markets through our quarterly Market Insights letters. We hope you enjoy this thematic look at the markets. Please click the link below to access each letter. 1Q 2021 Market Insights: 2020, Black Swans Everywhere! 4Q 2020 Market Insights: Party Like It Is 1999 3Q 2020 Market Insights: Hope Springs Eternal Asset Class Insights - High Yield Bonds (4.20.2020) 2Q 2020 Market Insights: The Economics of Fear 1Q 2020 Market Insights: The Future of 60/40 4Q 2019 Market Insights: Never Forget Rule #1! Q3 2019 Market Insights: Markets at Odds, Bulls & Bears Battle 2Q 2019 Market Insights: Are Closed End Funds Right, Right Now? 1Q 2019 Market Insights: A Value Manager’s Perspective on a Frustrating Year 4Q 2018 Market Insights: Tariffs, Trade Wars, and Capitulation 3Q 2018 Market Insights: Fool Me Twice Shame on Me! 2Q 2018 Market Insights: The Elephant in the Room 1Q 2018 Market Insights: Can a Few Bad Apples Spoil the Bunch? 4Q 2017 Market Insights: Solving the Diversification Problem 3Q 2017 Market Insights: Can Fiscal Policy or Financial Engineering save US Equities? Part II 2Q 2017 Market Insights: Can Fiscal Policy or Financial Engineering Save US Equities? Part I 1Q 2017 Market Insights: The Big Fix 4Q 2016 Market Insights: Bond Portfolios in Low Yield Environments 3Q 2016 Market Insights: Brexit Bombshell! What Now? 2Q 2016 Market Insights: Can the Fed Get Its Mojo Back? 1Q 2016 Market Insights: The Precipice of a New Era 4Q 2015 Market Insights: The Great Minority 3Q 2015 Market Insights: Six Degrees of Separation 2Q 2015 Market Insights: The Real Efficient Frontier 1Q 2015 Market Insights: Imprecisely Accurate 4Q 2014 Market Insights: What’s in Your Wallet? 3Q 2014 Market Insights: The Changing Face of Portfolio Risk 2Q 2014 Market Insights: Uncommon Clarity through Value Eyes 1Q 2014 Market Insights: All is Well, Until it Isn’t 4Q 2013 Market Insights: One Step Closer to Normality! 3Q 2013 Market Insights: The Paradox of Profits 2Q 2013 Market Insights: Wait For Your Pitch 1Q 2013 Market Insights: Neither an Arbiter nor Speculator Be
