Research & Insights

Our investment decisions flow from incisive perspectives.

April 2014

Kai W. Hong, CFA
Managing Director & Chief Investment Strategist

April marked the second consecutive month in which the markets struggled for direction. Buyers were buoyed by the Fed’s continuing accommodation and dovish tone regarding future interest-rate policy. Sellers focused on the turmoil in Ukraine and concerns… Read Full Post

Emerging Manager Spotlight | March 2014

The Fear Pendulum: From the End of the World to Market Melt-up

Jeffrey Bronchick, CIO, Cove Street Capital in Los Angeles

Each month we focus our research spotlight on thought leadership from one of the leading investment managers in our… Read Full Post

March 2014

Kai W. Hong, CFA
Managing Director & Chief Investment Strategist

Following the dramatic run-up in most equity markets in 2013, the directionless nature of trading early on was to be expected. Macro weakness in China and some earnings disappointments triggered a sharp sell-off in the markets at the… Read Full Post

February 2014

Kai W. Hong, CFA
Managing Director & Chief Investment Strategist

Following the sharp sell-off in the markets at the end of January, investor sentiment continued to be mixed. Valuations were fair to full. but expectations for better economic growth buoyed the optimistic. The first estimate of Q4… Read Full Post

Anticipating Tomorrow’s Markets: Macroeconomic and Policy Implications | October 2013

Jonathan Neuberger, principal, Economists, Inc.

Speaker Presentation from Bivium Capital Investor Summit, October 2, 2013
Global Trends Shaping the 21st Century

In his PowerPoint presentation, Mr. Neuberger—a financial economics consultant and  former economist for the Federal Reserve Bank of San Francisco—highlights… Read Full Post

2013 Year in Review

Kai W. Hong, CFA
Managing Director & Chief Investment Strategist, Bivium Capital

If 2012 could be described as “exceptional,” 2013 was truly “astounding.” However unlike the previous year, regional and asset class differences were stark. US equities as represented by the Russell 3000 Index finished with a… Read Full Post

The Hidden Brain | October 2013

Shankar Vedantam, Author
Keynote Speaker, Bivium Capital 2013 Investor Summit
Global Trends Shaping the 21st Century

Mr.Vedantam is a correspondent for NPR News and the author of The Hidden Brain. He focuses his reporting on how human behavior shapes the news. Mr. Vedantam discussed the role of “the hidden… Read Full Post

External Perspectives | October 2013

Financial Crisis: What Went Wrong?

Jonathan Neuberger, principal, Economists, Inc.

Financial markets around the world continue to suffer from declining asset values, heightened concerns about risk, lack of available credit, and prospects for a global economic slowdown. The speed… Read Full Post

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