Discover our latest insights into the global markets, investment management, and portfolio construction.

Our articles explore global markets, risk, and decision-making through a disciplined, long-term perspective.

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Market Commentary

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Paul Podolsky

What Changed

Not investment advice.

Market Commentary

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Paul Podolsky

Balance of Power

“US Trade Policy remains unpredictable… a loss of independence of the Fed would affect us all.”

Market Commentary

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Paul Podolsky

The Precipice

“What’s the concern about there being more process?”

Research

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Paul Podolsky

Letter from Sao Paulo

One morning, while I was strolling in the garden, an idea appeared on the trapeze I have inside my head.

Market Commentary

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Paul Podolsky

Opposing Forces

This is not investment advice

Market Commentary

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Paul Podolsky

Poking Holes in the Growth Narrative

Not investment advice.

Market Commentary

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Paul Podolsky

The Great Debate

Not investment advice.

Market Commentary

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Paul Podolsky

Slowing Rates of Change

This is not investment advice.