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Investment Strategy

Investment Strategy Quarterly | January 2022

Our first Investment Strategy Quarterly of the year provides a holistic overview for 2022 raising 10 key themes that investors should consider throughout the year, offers analysis of the forthcoming Basel 4 framework while highlighting likely impacts, breaks-down the US …

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Investment Strategy

Investment Strategy Quarterly October 2021

The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: The World Awakens When Rubber Hits the Road U.S. Economic Outlook: Fiscal Policy Beyond The Pandemic Emerging Markets: An Uneven Recovery Biden’s Agenda: Defining Fall …

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Investment Strategy

Investment Strategy Quarterly | July 2021

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Investment Strategy

Investment Strategy Quarterly | April 2021

Letter from the Chief Investment Officer                                                                      …

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Investment Strategy

Investment Strategy Q1 2021

Letter from the Chief Investment Officer                                                                      …

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Investment Strategy

Investment Strategy Q4 2020

This October marks 80 years since the opening of the Pennsylvania Turnpike, America’s first highway. Highways have been a critical driver of economic growth due to the connectivity, speed, and efficiency they provide. As Confucius so appropriately stated, “roads were …

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Investment Strategy

Investment Strategy Q3 2020

“Our hearts aching, our prayers praying, our flags waving, never forget.” These prescient words spoken by the maker of the American flag, Betsy Ross, are just as true today as they were more than 240 years ago. We ache for …

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