Investment Commentary and Outlook as of April 3rd

Investment Commentary and Outlook as of April 3rd

Volatility in Context Investment Commentary and Outlook as of April 3rd 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...
Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times We find ourselves in difficult times. The global effects of COVID-19 have wreaked havoc on investment markets, on daily life, and on institutional investment pools such as pension funds and endowments. Treasury yields...
Investment Commentary and Outlook as of April 3rd

Investment Commentary and Outlook as of March 23rd

Volatility in Context Investment Commentary and Outlook as of March 23rd This week saw further disruption to daily life in the US and around the world:California, New York, Pennsylvania, Massachusetts and Illinois as well as other states and municipalities have moved...
Investment Commentary and Outlook as of April 3rd

Investment Commentary and Outlook for the Week Ending March 13th

Volatility in Context Investment Commentary and Outlook for the Week Ending March 13th The past two weeks saw many incredible events unfold around the world and in markets: Every major sports league effectively cancelled everything for the foreseeable future...
River FOURcast: December 2019

River FOURcast: December 2019

River FOURcast: December 2019 ​Welcome to our monthly macro update, giving greater insight into our outlook for investment markets and the investment ideas that currently interest us. We are well known for our dynamic approach to investing assets, adapting our...
Retirement Update – December 2019

Retirement Update – December 2019

Monthly Retirement Update Retirement Update – December 2019 Key Takeaways: Discount rates were little changed over the past month – again Equity returns continued to be strong, especially US equity Funding levels over the last two months have continued to...