Transitioning any portfolio requires close attention to, and serious consideration of a number of relevant factors. Changing advisors, custodians, and other service providers can present unique challenges to institutions....
Add the United States to the chorus of countries that have ousted incumbents, electing a familiar outsider, Donald Trump, to return to the White House. The victory was decisive...
Introduction Investment markets produced another strong quarter of returns despite a deteriorating geopolitical landscape. The Federal Reserve (Fed) cut interest rates, kicking off the highly anticipated process of normalizing...
If you’ve been following the presidential debates, you might be craving more substance – especially when it comes to the financial impacts of the candidates’ policies. We are too....
Establishing and managing an investment committee comes with responsibility and at times, complexity. In this edition of Perspectives, we explore the layers of service and what investment committees, and...
For the last 12 months, we’ve argued that it was premature to make portfolio changes based on one’s outlook for the US election. That advice remains unchanged. While the...
We’d rather be impelled than compelled to do something. We suspect Fed Chairman Jay Powell shares this sentiment, particularly when pondering changes to interest rates. After the Fed’s most...
The Colony Group’s investment leadership team shares their insights and outlook for the economy and markets after hitting new highs. During this webinar, our speakers will explore four “peaks”...
On January 10th, the Securities and Exchange Commission (SEC) finally approved ten spot-bitcoin exchange traded products (ETPs), after more than five years of denying approvals. Suggesting that their approval...
After 18 months of waiting for a recession, investors entered 2024 with optimism that the Fed just might have executed the elusive “soft landing.” Our investment leadership team provides...
2023 was a reminder of how common it is for investment markets to confound the greatest number of investors. Most prognosticators entered 2023 predicting that inflation would remain sticky...
The Fed did something noteworthy at its June 2023 meeting by doing nothing. After raising rates at each of its previous ten meetings, the committee determined that a wait-and-see...
The Colony Group's Jason Blackwell, Chief Investment Strategist, spoke with Kiplinger to discuss investment strategies for today's market. Read the full article here.
The Colony Group's Brian Katz, Chief Investment Officer and President shares in this Bloomberg article.
Introduction Many investors believe that the signal for policymakers to stop hiking interest rates is when “something breaks.” After more than a year of rate increases, something finally broke,...
Last year it seemed that investment markets were aligned against investors. As the Fed raised rates at a record-setting pace in modern history, equities posted their worst returns since...
2022 was a challenging year for investors, as both equities and bonds posted losses. Most stock markets across the world experienced a bear market during the year. Despite less...
While Main Street may soon experience an economic slowdown, Wall Street has been wrestling with the prospect of slowing growth for the last ten months. Throughout the Fed’s record-setting...
Sharp sell-offs in the bond and stock markets have contributed to recent and unique economic circumstances. With so much uncertainty around the globe, where should investors focus? Our investment...
Investment markets got off to a promising start in the third quarter before ending with a thud. After a challenging first half of the year, risk assets began a...
For most of the last decade, bond markets offered low risk and low returns. An investment in a 10-year Treasury bond, considered free from the risk of default, offered...
The first half of 2022 proved to be the worst start for stocks since 1970. What might lie in store for the second half? Join our investment team for...
U.S. equities experienced their worst first-half performance since 1970. Typically, when equities suffer from large declines, investors can rely on their fixed-income investments to help soften the blow. That...
The unusual nature of the global pandemic helped lead to the extraordinary economic cycle we are currently experiencing. Over the past two years, we have had the shortest economic...
For more than 80 years, the most reliable deterrent against nuclear weapons was the fear that the retaliation would cause the annihilation of both sides. Many have described recent...