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