Hazy Shade of Winter
By Eric Parnell “Look around, Leaves are brown, And the sky is a hazy shade of winter” –Hazy Shade of Winter, Simon…
Read More →Insights
Timely market commentary, analysis, and thought leadership to help you stay informed.
A Moving Target
By Evan Coffey & Kate Templeton Consider an investor who did what the textbook asks and took diversification seriously. He or she…
Read More →
AI Doomerism
In this week’s GVA Market Insights, our Asset Management team explores: AI Doomerism Hits Markets: Warnings from AI insiders and Dario Amodei’s…
Read More →
The Subtle Change
By Eric Hough In 2008, Warren Buffett made his famous charitable wager against Ted Seides that hedge funds and active management would…
Read More →
It’s the End of the World as We Know It (and I Feel Fine)
By Eric Parnell “Team by team reporters, baffled, trumped, tethered, cropped Look at that low playing, fine, then” –It’s the End of…
Read More →
Trouble
By Eric Parnell “Trouble, Trouble, trouble, trouble, trouble, Trouble been doggin’ my soul Since the day I was born Worry, Worry, worry,…
Read More →
A Fractured AI Trade
By Evan Coffey It’s worth asking what a good quarter is actually worth right now when assessing the AI trade. Nvidia reported…
Read More →
The Comfort of Doing Something
By Evan Coffey & Kate Templeton When financial markets misbehave, policymakers tend to take action. That reflex has played out twice over the…
Read More →
The Tortoise and the Hare
By Eric Parnell “Your friend is heavy, But he was ready And never stopped for a while, And while you were sleeping, He…
Read More →
Asset Allocation in 2026: “Survey Says”
By Eric Hough In my best Steve Harvey voice: “We surveyed two hundred advisors on the optimal 2026 portfolio allocation for high-net-worth…
Read More →