Investment

A professional perspective on investing

Investment

Market Insights- October 28, 2020

Global equity markets are selling off this morning, with most European indexes down between 2% and 4% and the S&P…

10.28.20
Investment

Market Update Webcast- October 2020

View our latest Market Update Webcast with CIO, Andrew Mies. Key Takeaways:What other disruptions can 2020 deliver?The economic recovery has…

10.22.20
Investment

Investment Perspectives- August 2020

What Happened to Defensive Equity Investing?

08.25.20
Investment

Market Update Webcast- June 2020

View our latest Market Update Webcast Andrew Mies, 6 Meridian CIO, discusses the current macro environment and reveals what drove…

06.28.20
Investment

Investment Perspectives- June 2020

Buying the Big Five.

06.17.20
Investment

Your top questions answered

Check back often for more updates on your most common questions.

03.18.20
Investment

Investment Perspectives- January 2020

The current valuation gap between large and small cap stocks offers a reason to give small caps another look in 2020.

12.23.19
Investment

Investment Perspectives- August 2019

Were we already in a bear market even before the recent market volatility? Our investment group explains in the latest Investment Perspectives.

08.15.19
Investment

Investment Perspectives- June 2019

The Fed holds interest rates steady, but what if they decide to cut rates at some point in the next few months? What might happen when they actually do? Our investment management group explains their research in the latest Investment Management Perspectives.

06.19.19
Investment

The Sharpe ratio update

A little over a year ago we published a blog post noting that risk-adjusted return for US stocks had been unusually high. …

12.14.18
Investment

Investment Perspectives- November 2018

Closed-end municipal bond funds are trading at historic discounts to NAV giving investors the opportunity to earn over 5.5% tax free. Read the latest from our investment management group as they explain the three main causes for these widening discounts.

11.02.18
Investment

Investment Perspectives- September 2018

Since their peak in late January, Emerging Market equities are down over 18%. The 6 Meridian investment team layout the drivers for this under-performance.

09.24.18