Easing into Fall
August 29, 2024
Two years after raising interest rates at a near-record pace, to more than 5%, the Federal Reserve is finally poised to begin to ease policy.
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We believe that every investment can marshal intentional shifts to generate long-term value.
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Quarterly Letter – Q2 2024: Economy on track. Politics?
July 26, 2024
Markets were calm in Q2. The political scene was not.
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Newsletter
Pivot Point?
July 12, 2024
We are only half way through July. But already much has changed. On the economy, there is now more clarity. Rate cuts are coming in the US, most likely in September.
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