Commentary
We publish our investment commentary on a quarterly basis. Our writings help contextualize our investment approach over time.
Commentary
We publish our investment commentary on a quarterly basis. Our writings help contextualize our investment approach over time.
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In our last commentary, we discussed Claude Code as “a more recent discovery” with “jaw dropping” potential. With the benefit…
AI, in its current form, has now been with us for three full years. Since we first felt the shockwaves…
RGA Investment Advisors announces the promotion of Ryan King to Partner, recognizing his contributions to the firm’s investment research, portfolio…
The third quarter, the market continued and extended its recovery from the Liberation Day crash. Increasingly, the “market” as we…
Quarter-end levels masked what was one of the most volatile three-month stretches in recent memory beginning with a steep selloff…
As the calendar turns, marking the close of the year’s first quarter, we find ourselves penning our third commentary. For…
On the surface, 2024 appeared to be another banner year for equity markets, but beneath the hood, the story was…
Much has happened since the end of the second quarter, but it’s valuable to reflect on the key events that…
In the first quarter, the macroeconomic environment was characterized by persistently strong economic growth alongside frustratingly resilient inflation. Although small…
Q2 2026: AI Bottleneck Mania: Crashing Up, and the Opportunities Left Behind
In our last two commentaries, we detailed how we are infusing and enriching our investment process with AI. Our progress…