CIO Commentary

CIO Commentary

Thayer Partners Quarter 4 Investment Commentary

Thayer Partners Quarter 4 Investment Commentary

Stocks Complete a Strong Quarter, Year, and Remarkable Three Years The Federal Reserve Faces Leadership and Policy Transition in 2026 Economic Growth...

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Thayer Partners Quarter 2 Investment Commentary

Thayer Partners Quarter 2 Investment Commentary

Executive Summary: Stocks Recover from Early April Tariff Sell-off, as Negotiations Continue Fed Remains on Hold, Watching Tariff Effects and...

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Navigating Tariffs, Inflation, and Market Volatility

Navigating Tariffs, Inflation, and Market Volatility

All clients — the below five questions/answers are from a discussion that was had just before yesterday’s pause announcement. However, we feel it’s...

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Tariffs and Market Reaction

Tariffs and Market Reaction

To our clients —

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Navigating Tariffs, Inflation, and Market Volatility

Market Update

As you are seeing, stocks have been in sell mode in recent weeks, including a big drawdown yesterday. After hitting an all-time high on February...

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What drove financial markets in the first quarter of 2023?

Third Quarter 2024 Investment Commentary

Executive Summary:

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A Quick and Sharp Sell-Off

A Quick and Sharp Sell-Off

To our clients—

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