Investment e.Perspective

Insights and perspective from Oxford’s Investment Management Group, the Oxford Investment Fellows.

January 12, 2023

A Year to Forget for Stock/Bond Markets

The -18.1% return for the S&P 500 in 2022 was the fourth worst calendar year return for the broad US large cap equity index since 1973.
August 30, 2022

Lessons From Jackson Hole

Last week the Federal Reserve Bank of Kansas City hosted its annual Jackson Hole Economic Policy Symposium.
June 30, 2022

A New Regime: Implications for Valuations

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.
June 3, 2022

Tightening Financial Conditions Start to Bite, Inflation Focus Shifts to Growth

Market Commentary May was a tale of two halves in global markets with early month jitters giving way to late month dip buying as the narrative shifted towards peak inflation and peak Fed ...
May 12, 2022

Geopolitical Tensions Continue, Elevated Inflation and Tightening Financial Conditions

Market Commentary April proved challenging yet again for investors with the traditional 60/40 stock/bond portfolio falling 6.
May 4, 2022

Story Time

"The narrative fallacy addresses our limited ability to look at sequences of facts without weaving an explanation into them.
February 25, 2022

Russia-Ukraine Update

"There are decades where nothing happens; and there are weeks where decades happen.
December 7, 2021

Federal Reserve Abandons ‘Transitory’ Label in the Backwash of New Inflation Readings

by Jason Vaurio, Senior Investment Research Analyst “We tend to use [the word transitory] to mean that it won’t leave a permanent mark in the form of higher inflation.
September 30, 2021

GP Stakes Investing: Staking a Claim in Private Equity Partnerships

We typically think about private equity (PE) firms in the context of the businesses they acquire.
July 23, 2021

Emerging Managers: Setting the Stage for Success

Private equity investing requires a substantial commitment of resources in the form of personnel and organizational infrastructure.
June 1, 2021

Inflation Concerns?…Follow the Trends

Inflation concerns are grabbing a lot of headlines recently as consumers emerge from COVID-19 lockdowns flush with cash.
March 5, 2021

Fear of Rising Yields…Again

The relationship between changes in interest rates and asset prices has been evident in 2021 as rising bond yields have spilled over to equity volatility.
November 4, 2020

Election 2020…We Wait

Americans woke this morning with little clarity from Election Day. Once Florida was recognized as a battleground state win for President Trump, it became obvious the Biden landslide predicte...
October 9, 2020

Oxford Ranked #5 by Financial Planning Magazine

We are pleased to announce that Oxford has ranked #5 in Financial Planning magazine’s RIA Leaders 2020: Top 15 Firms ranking by AUM.
September 9, 2020

Market Concentration in the Fall of COVID

by Jason Vaurio, Senior Investment Research Analyst At the height of the COVID-19 market meltdown it would have seemed farfetched to say that the S&P 500 Index would be sitting with j...
July 16, 2020

Planning for the Shifting Sands of Taxes

By SCOTT M. SIMMONS, J.D., LL.M., Senior Wealth Strategist & Family Office Fellow and By DAVID M.
June 10, 2020

The Financial Landscape – June 2020

Global Macro Environment Green Shoots Appearing in the Global Economy The global economy has received encouraging news of late that could signal a bounce back.
May 11, 2020

The Financial Landscape – May 2020

Global Macro Environment Global Economies in Free Fall Economic lockdowns across the world and a plunge in consumer confidence is taking a major toll on the US and global economies.
May 6, 2020

Where Does It Stop?

We are now six weeks and over 30 million new unemployment claims into the US fallout from the coronavirus pandemic.
April 13, 2020

The Financial Landscape – April 2020

Global Macro Environment Global Economy in the Midst of a Recession A global recession is underway as COVID-19 cases increase around the world.
April 8, 2020

The D Word

You thought I was going to say "Depression", didn’t you? While we do see that specific "D" word being thrown around with increasing abandon, our focus in this piece is another D word that ...
April 1, 2020

Comfortable With Uncertainty

As the world continues to battle the coronavirus pandemic, we hope you all remain safe and healthy at home as we together face the challenges ahead.
March 24, 2020

March Madness

The COVID-19 (coronavirus) crisis has expanded rapidly, taking on a more serious tone with each passing day.
March 19, 2020

Another Wild Week

The longest bull market in history was brought to an abrupt end last week by the COVID-19 (coronavirus).
March 16, 2020

The Financial Landscape – March 2020

Global Macro Environment Global Growth Slows As COVID-19 Spreads Supply chains are being disrupted, oil prices are plummeting and schools in the US are starting to close.
March 10, 2020

A Turn for the Worse

Since our last update on the new coronavirus (February 27) the outlook has dimmed considerably, both for the spread of the virus and for the global economy.
February 28, 2020

Update on Coronavirus

Below we provide an update to our Special Edition Investment e.Perspective published earlier this month, The Coronavirus and the Global Economy.
February 7, 2020

The Financial Landscape – February 2020

Global Macro Environment Global Conditions Improving But Uncertainty Remains The US economy grew at 2.
February 3, 2020

The Coronavirus and the Global Economy

As market volatility increases in response to the rapidly-evolving coronavirus outbreak, it is an appropriate time to offer a few brief observations from the perspective of the global econom...
January 3, 2020

Financial Landscape – January 2020

Global Macro Environment Global Conditions Improving In the US, the overall economy continues to grow, albeit at a slower pace.
December 12, 2019

Financial Landscape – December 2019

Global Macro Environment Global Fundamentals Modestly Improving The US consumer continues to be the workhorse for the economy.
November 4, 2019

Private Equity Co-Investing: Getting More Than What You Paid For

Private equity investing has long been seen by sophisticated investors as a means of generating returns in excess of what is available in the public markets realm.

The Financial Landscape – November 2019

Global Macro Environment Global Growth Near the Bottom The October US jobs report showed a gain of 128,000 month over month.
October 11, 2019

Financial Landscape – October 2019

Global Macro Environment US Joining Global Growth Slow Down The Institute of Supply Management (ISM) Manufacturing Purchasing Managers Index (PMI) fell further below 50 in the US indicat...
September 30, 2019

The Financial Landscape – September 2019

Global Macro Environment Global Growth Slowing Economic data in Europe continues to be unpromising.
September 24, 2019

There Are No One-Handed Economists

In the years immediately after WWII, as he sought to implement the Marshall Plan, Harry Truman was quoted as saying: “Give me a one-handed economist.
August 26, 2019

The Value Premium: Is It Different This Time?

All successful investment strategies experience periods of underperformance.
August 19, 2019

The Financial Landscape – August 2019

Global Macro Environment Global Growth Slowing Global economies appear to be approaching stall speed.
July 24, 2019

Investors Fight the Last War: Relative Value in Mortgage-Land

The recent past tends to bias our expectations of the future. Nobel Laureate Daniel Kahneman says it’s due to our reliance on what he calls the Representative Heuristic.
July 17, 2019

Financial Landscape – July 2019

Global Macro Environment Global Growth Slowing Global economies appear to be approaching stall speed.
June 25, 2019

Location, Location…Kilowatts?

On the surface, it might appear the opportunity set in publicly-traded real assets is similar to what it has been in the past – natural resources, real estate, infrastructure, etc.
June 12, 2019

Financial Landscape – June 2019

Global Macro Environment Cloudy Global Economic Outlook US GDP increased at an annual rate of 3.
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