Longevity Planning July 19, 2021 Dear Friend: We often write about the markets, the economy, specific investment ideas, or strategic themes, but in this newsletter we want to focus on the planning solutions we implement day in and day out for the families we serve. It is our goal to provide financial peace of mind for you, and this extends beyond creating portfolios .... Continue Reading
How Noesis Looks at Sustainability April 18, 2021 How Noesis Looks at Sustainability Over the past year, we have received many inquiries about how to invest in sustainable companies. It was not until the ESG (Environment, Social, Governance) theme became a popular keyword in the media that investors started to correlate sustainability, social responsibility, and corporate governance to economic performance. For example, the S&P Global Clean Energy index .... Continue Reading
Outlook for 2021 and Beyond January 16, 2021 Dear Friend: We have finally arrived in 2021, leaving a year of anxiety and challenges behind us. The pandemic is not over, and many continue to suffer from health and financial issues. Despite this, investors still turned their attention away from pandemic development and returned it to the market. Such behavior is all too familiar .... Continue Reading
Client-Driven Evolution October 16, 2020 by Noesis Capital Management Dear friend, CLIENT-DRIVEN EVOLUTION We wish we were celebrating our 25th year in business with you right about now. For those of you who could have made it to our headquarters in Boca Raton, we had planned on raising a glass and thanking you in person for being part of our success over the past 25 years. .... Continue Reading
Sequential Improvement & Unprecedented Stimulus July 16, 2020 Dear Friend: As we write this, there have been close to 12,000,000 confirmed cases of COVID-19 in the world and over 540,000 worldwide deaths due to the virus. Through it all, our commitment to the well being and care of our clients, and our extended Noesis family, has remained resolute. As you know we have .... Continue Reading
Event-Driven Bear Market April 17, 2020 Dear Friend: We are living in extraordinary and unprecedented times. COVID-19 has altered our realities, changed our behaviors, and created new social norms. We very much understand the pain all of you are enduring. We owe a debt of gratitude to our clients who have sent words of appreciation, encouragement, caring, and support during this very tumultuous market .... Continue Reading
Outlook for 2020 and Beyond January 18, 2020 Dear Friend: In the face of many challenges, 2019 turned out to be a surprisingly rewarding year for investors. We were cautiously optimistic about the economy going into 2019 and maintained that opinion throughout the whole year. We acted when we had a firm conviction of the results. There were questions regarding the market valuation .... Continue Reading
The Inevitable Slowdown October 17, 2019 Dear Friend: What a summer! It was full of geopolitical events, natural disasters, and an attack on the Middle East oil supply. In the midst of it all, one scenario slowly became apparent – the global economy is weakening. Although we still find data to support a continuous expansion in the U.S. such as the low-interest rate, .... Continue Reading
New Office in Amsterdam July 16, 2019 Dear Client: A Global Perspective Focused on You In this edition we highlight our colleague Christian’s trip to the Chartered Financial Analyst (CFA) Institute conference in London and our exciting news in Europe – the opening of our office in Amsterdam. Nico will tell us more details about it, but first, here is Christian to describe .... Continue Reading