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Art of Boring

Apr 27, 2022

Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.


Apr 20, 2022



iTunes:

CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent performance, and a reminder that the wheels of capitalism will continue to turn.


Apr 13, 2022

Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.