Q1 2021

Q2 2022 Insights

Global financial markets endured significant volatility during the second quarter, following sharp swings in inflation and the path of the U.S. Federal Reserve’s interest rate hikes.  Having recovered most of…

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Q1 2022 Insights

Global financial markets were impacted by several negative catalysts in the first quarter that weighed on the returns of risk assets and left few safe harbors for investors to hide. …

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Q4 2021 Insights

Global financial markets delivered mixed performance in the fourth quarter, finishing off a year that saw strong gains for U.S. equities, respectable returns for developed markets, and small declines for…

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Q3 2021 Insights

After a strong start to the year, global equity indices took a small step back in the third quarter as a variety of risks (some existing, some new) converged (see…

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Q2 2021 Insights

The continued economic re-opening and successful vaccine distribution in many regions (especially in the U.S.) allowed for a release of pent-up consumer demand.  However, global supply lines remain somewhat dislocated…

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foundation basics

Foundation Basics

What is a charitable organization? According to cof.org, charities are a large and diverse group of nonprofit institutions that play a key role in American society and help to form…

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