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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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Investment Strategy

Investment Strategy Q2 2020

The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be …

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