Investment Insights and Thought Leadership

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

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

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

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

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