The Commentary

Published quarterly, The Commentary provides our clients with overviews of economic, geopolitical and market developments underlying our investment thinking. Find the latest addition to our growing body of investment thought below.

2019

Winter Spring Summer Fall

2018

Winter Spring Summer Fall

2017

Winter Spring Summer Fall

2016

Winter Spring Summer Fall

2015

Winter Spring Summer Fall

2014

Winter Spring Summer Fall

2013

Winter Spring Summer Fall

2012

Winter Spring Summer Fall

2011

Winter Spring Summer Fall

2010

Winter Spring Summer Fall

2009

Winter Summer Fall

2008

Winter Spring Summer Fall

2007

Winter