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Portfolio Commentary – Q1 2023

SUMMARY Back to Basics – Inflation, Bills, Bonds, and Stocks Silicon Valley Bank, Currency Risk, War, and Other Client Concerns The need for diversification Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFBack to Basics – Stocks, Bonds, Bills, and InflationInflation has been defined in the economics literature as a general…
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WEALTH MANAGEMENT QUARTERLY

Q1 2023: Superforecasting Q: Allen, why title this WMQ “Superforecasters?” At the beginning of the year, investor demand for market and economic forecasts tends to be high. Consequently, investment firms readily create a supply of forecasts to meet the demand.  These market forecasts, however, are rarely subjected to later scrutiny.  This is unfortunate because most…
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