Insights & Ideas

Key Observations Markets Adapt to Policy Shifts – President Trump’s executive orders kept investors on edge. NVIDIA’s Wake-Up Call – A 17% drop in

February 12, 2025

Following a historically challenging year for investors in 2022, equity markets delivered strong returns in 2023 as the widely expected recession was

January 25, 2024

Midterm Elections Are Over – What Now? As past editions of our outlooks have detailed, midterm years have historically been the most volatile of the

November 4, 2022

Quarterly Review & Outlook Q2 2022 Near-Term Pain for Long-Term Gain The selloff in stocks and bonds accelerated during the second quarter, and the

August 8, 2022

Quarterly Review & Outlook Q1 2022 Nowhere to Hide The first quarter of 2022 was the worst quarter across asset classes, except commodities, since Q3

May 5, 2022

Quarterly Review & Outlook Q3 2021 - Addressing Four Timely Questions Is it too late to buy stocks? Clarendon Private view: Not for investors with a

November 1, 2021

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