The Commentary
Published quarterly, The Commentary provides our clients with overviews of economic, geopolitical and market developments underlying our investment thinking. Find the latest addition to our growing body of investment thought below.
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2023
First Quarter Second Quarter Third Quarter2022
First Quarter Second Quarter Third Quarter Fourth Quarter2021
First Quarter Second Quarter Third Quarter Fourth Quarter2020
First & Second Quarter Third Quarter Fourth Quarter2019
First Quarter Second Quarter Third Quarter Fourth Quarter2018
First Quarter Second Quarter Third Quarter Fourth Quarter2017
First Quarter Second Quarter Third Quarter Fourth Quarter2016
First Quarter Second Quarter Third Quarter Fourth Quarter2015
First Quarter Second Quarter Third Quarter Fourth Quarter2014
First Quarter Second Quarter Third Quarter Fourth Quarter2013
First Quarter Second Quarter Third Quarter Fourth Quarter2012
First Quarter Second Quarter Third Quarter Fourth Quarter2011
First Quarter Second Quarter Third Quarter Fourth Quarter2010
First Quarter Second Quarter Third Quarter Fourth Quarter2009
Second Quarter Third Quarter Fourth Quarter2008
First Quarter Second Quarter Third Quarter Fourth Quarter