Weathering the Storm with Low Volatility
Markets have been volatile so far in 2025. Policy uncertainty around trade and tariffs has driven big swings in equities with the S&P 500 Index suffering a 21% pullback from mid-February to early April and the VIX Index reaching a peak over 60 before markets...
Avoiding the Mag 7 Trap: Active Tech Allocation Strategies
The “Magnificent Seven”—comprised of Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—have captivated investors with their remarkable growth and market influence. Historical success and sheer size create a powerful initial attraction for investors seeking...
Navigate Interest Rate Uncertainty with CLOs
2025 is the latest reminder to investors that markets are unpredictable. Investors have endured a roller-coaster ride of euphoric highs and shocking lows, as the new U.S. administration rolled out various tariff policies and made subsequent adjustments to rates and...