November 30, 2022
Portfolio Manager Insights | What a Housing Recession Means to Investors 11.30.22

Perhaps no sector of the economy has been impacted by rising interest rates as much as housing. The declines in both housing activity and prices have wide-ranging effects on households and the economy, as well as across financial markets. Like many other sectors, the housing market surged during the pandemic and is now experiencing a hangover. […]

November 16, 2022
Portfolio Manager Insights | How Investors Can Navigate the Tech and Crypto Cycle 11.16.22

All investors understand that markets operate in cycles. This is even more the case for technology stocks which depend not only on the underlying business cycle, but also experience waves of hype and exuberance. Benjamin Graham, often considered to be the father of value investing, famously stated that “in the short run the market is a voting machine but […]