A disciplined focus on the macroeconomic drivers of performance
Rarely does the same sector remain in favor year after year.
Through a disciplined analysis of 200+ global and domestic indicators, we form a macroeconomic outlook on which sectors, regions, and securities are most likely to outperform. Ultimately, we make allocation decisions based on the data, regardless of short-term market sentiment. This is where wisdom grounded in data makes a difference.
Data drives high conviction
Successfully navigating market trends, risks and cycles takes wisdom and discipline. Our process employs exhaustive research and analysis to screen out noise, avoid biases, and focus on the most important information. Our approach is differentiated by methodical analysis to discern what data matters most and when – knowledge which supports high-conviction decisions.Learn more
Active strategies based on macroeconomic analysis and conviction
Employs active allocation across global equity markets in pursuit of long-term capital appreciation.
Blends global equity growth potential with U.S. fixed income for stability.
Emphasizes capital preservation through an active fixed-income allocation with growth potential from global equities.
Employs high-conviction sector allocation and avoidance driven by macroeconomic analysis.
An active, multi-asset solution for investors seeking capital appreciation with risk mitigation from asset class diversification.
Commentary | Q2 2023
Late-cycle conditions continue with the economy facing lagged impacts of Fed tightening, tougher lending standards, and declining profits. We continue to avoid or underweight the most economically cyclical parts of the markets.
Our unique market and macroeconomic insightsCommentaries
Highlights | Q3 2023
Mid-quarter macro update – Q3 2023
Key trends impacting our investment decisionsMacroeconomic Highlights