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.

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

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

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 ...

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

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

"There are decades where nothing happens; and there are weeks where decades happen.

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.

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

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

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

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.

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...

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

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...

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

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.

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.

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

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

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 ...

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.

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

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

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.

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.

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

Global Macro Environment Global Conditions Improving But Uncertainty Remains The US economy grew at 2.

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...

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

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

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.

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

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...

Global Macro Environment Global Growth Slowing Economic data in Europe continues to be unpromising.

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.

All successful investment strategies experience periods of underperformance.

Global Macro Environment Global Growth Slowing Global economies appear to be approaching stall speed.

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.

Global Macro Environment Global Growth Slowing Global economies appear to be approaching stall speed.

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.

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