Investments

Investment Commentary: Q1 2026
As a native New Englander, I grew up cheering the Red Sox and I am happy to say my daughters do the same.
Investor Brief: Private Credit
Separating headlines from fundamentals.  
Investor Brief: Tariff Policy in the Spotlight Again
On February 20, 2026, the Supreme Court struck down the core of the Trump administration’s tariff program.
Investor Brief: Musical (Fed) Chairs
President Trump’s January 30, 2026, announcement nominating Kevin Warsh as the next Chair of the Federal Reserve (Fed) marks a meaningful development for monetary policy and the broader economic landscape. Warsh, who served on the Federal Open Market Committee (FOMC) Board during the global financial crisis, has historically been viewed as an inflation hawk and...
MarketWise: “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold”
Sarah DerGarabedian, CFA, our Director of Investment Strategy and Principal, was featured in a recent MarketWise article, “The Fed Holds Interest Rates Steady: What it Means for Stocks, Bonds, and Gold,” by James Royal discussing the Federal Reserve’s latest policy decision and its implications for the markets.
2026 Market Outlook: The Fed, Interest Rates, AI, and More
What’s Up, Fed? As we look forward to a new year, it’s worth reflecting on the rather remarkable one we’ve just experienced. The global stock market (as measured by the MSCI All Country World Index) is on track to deliver double-digit returns. The global bond market (as measured by the Bloomberg Global Aggregate Index) is set...
Investor Brief: It’s Giving…Gratitude
With Thanksgiving already upon us and a new year just around the corner, it’s the perfect time to pause and appreciate what we have. This is particularly important for investors, since it’s so much easier to focus on what could go wrong rather than what has gone right. With markets in positive territory for the...

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