Our investment decisions flow from
incisive perspectives.

March 2018

Market Commentary

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

The year began largely as the prior one had ended – with generally sanguine views on economic fundamentals leading to rationalization of asset valuations.  The boost of a significant fiscal stimulus in the form of US tax cuts also …

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February 2018

Market Commentary

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

The beginning of February saw an acceleration of the market decline which had begun late the prior month. Concerns over rising interest rates and some profit taking in the high-flying Technology sector, paced the initial declines. Yields …

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The Tax Cuts and Jobs Act | February 2018

Thought Leadership

Thoughts on the Implications of the Legislation

Major tax reform in the United States of America is often one the most widely debated topics in the halls of Congress. The 2017 tax reform bill (officially named the Tax Cuts and Jobs Act) has had its fair share of supporters and opponents, …

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January 2018

Market Commentary

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

The year began largely as the prior one had ended – with generally sanguine views on economic fundamentals leading to rationalization of asset valuations. The boost of a significant fiscal stimulus in the form of US tax cuts …

Read More



December 2017

Market Commentary

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

The quarter started with the absence of any major economic or geopolitical news. That left investors to contemplate the generally sanguine and oddly complacent nature of the markets. In the US, the Republican tax plan was the …

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