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What Just Happened? We’re five months into the year, and if you’d just washed ashore after being marooned since January, a quick glance at the S&P 500 might leave you thinking: “Down (up) a percent for the year - not terrible. Looks like I didn’t miss much.” Yes,...

Investors have witnessed higher-than-usual volatility in the public equity market over the last several weeks, largely in response to the series of tariff announcements and subsequent economic uncertainty over global trade policy that is unfolding. Equity prices are...

Source: Bloomberg Two years ago, we shared a message with clients highlighting the upside potential of international stocks within diversified portfolios (International Stocks... No Longer Your Portfolio's Wallflowers). In that piece, we gently pushed back against...

If you blinked, you missed it. Between August 1st and August 5th, the S&P 500 dropped 8%, only to see those losses erased by mid-August.                                                                         (Source: Bloomberg) What caused the precipitous...

A couple of Sundays ago, I was traveling through the Columbus, Ohio airport with my daughter on a quick college visit. While addressing some (slight) jitters about the next steps of her life, I noticed that Vertiv Holdings, a Columbus-based company we currently hold...