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Our Perspective
Views on the economy, the markets, and disciplined risk management.
CIO Insights: August 18, 2023
CIO Insights: August 18, 2023
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In this edition of CIO Insights, James St. Aubin touches on surprisingly strong US economic data and encouraging news on inflation.
CIO Insights: July 28, 2023
CIO Insights: July 28, 2023
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In this July 28, 2023 edition of CIO Insights, James St. Aubin examines a big week for central banking that saw the Fed, the ECB, and the BOJ all hold policy meetings.
CIO Insights: July 7, 2023
CIO Insights: July 7, 2023
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In this July 7, 2023 edition of CIO Insights, James St. Aubin discusses market performance for the first half of 2022.
CIO Insights: June 2, 2023
CIO Insights: June 2, 2023
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In this edition of CIO Insights, James St. Aubin discusses the debt ceiling, the JOLTS and non-farm payroll reports, and more.
About Us
About Us
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Disciplined Risk Management
Disciplined Risk Management
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The Value of Tactical in Every Portfolio
The Value of Tactical in Every Portfolio
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Our Commitment to TAMPs
Our Commitment to TAMPs
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