Author Archives: Lara Magnusen

THE ORACLE

In May of this year, our former CEO and Chief Investment Strategist, Jack Rivkin, posted a prophetic blog post entitled, “Beginning the Look Back at What We Expected for 2016 (and Beyond).” As many of you know, Jack will never finish his 2016 review. He passed away from pancreatic cancer this past Election Day, Tuesday, […]
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Macro, Markets, and Malarkey

Stocks and Bonds It feels like forever ago, but back in February, the S&P 500 hit its lowest level since 2014 as global growth fears spooked investors, leading to liquidations and deleveraging—most notably for sovereign wealth funds. Fast forward to now…as of the end of July 2016, the S&P 500 closed at 2,173.60—up 7.5% from […]
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Commodities at a Crossroads

Our CEO, Jack Rivkin, recently revisited his thus far prescient view of economic issues facing “The Rest of the Americas.” There are several key drivers one should pay attention to when evaluating the Americas, most of which ultimately lead to the commodity markets. From the Fed’s decision on interest rates (which is highly data dependent), […]
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Managed Futures Update: Reversals or Corrections?

Managed futures performance can be frustrating for investors. After strong performance in 2014 and into Q1 2015, many may be wondering why the strategy has lost some luster in Q2. The reality is that some of the very strong trends from last year have seen changes in direction. The key to understanding what might happen […]
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