River FOURcast: June 2020

River FOURcast: June 2020

River FOURcast: June 2020 Welcome to our monthly macro update, giving greater insight into our outlook for investment markets and the investment ideas that currently interest us. We make our internal views more accessible using our four-phase framework, the River...
Investment Commentary and Outlook as of May 14th

Investment Commentary and Outlook as of May 14th

Volatility in Context Investment Commentary and Outlook as of May 14th This is the next installment of our series that addresses the effects of the COVID-19 pandemic on economic markets and our views on how markets will recover. We have been releasing these updates...
Retirement Update – May 2020

Retirement Update – May 2020

Monthly Retirement Update Retirement Update – May 2020 Key Takeaways: Markets experienced a strong rebound in April after COVID-19 roiled markets in March. While the virus continued to spread, some areas began to see lower infection rates and reopen economies...
Investment Commentary and Outlook as of April 16th

Investment Commentary and Outlook as of April 16th

Volatility in Context Investment Commentary and Outlook as of April 16th What we are seeing on the virus front: Rates of case growth are slowing wherever people have complied with implemented social distancing protocols, whether voluntary or involuntary across the...
Investment Commentary and Outlook as of April 16th

Investment Commentary and Outlook as of April 3rd

Volatility in Context What we are seeing on the virus front: Most US states have now implemented “shelter-in-place” orders, though there are significant implementation differences from state to state Almost all of Europe is under some form of “shelter-in-place” or...