In our latest video update, Chief Investment Officer Mark Kinney shares perspective on the market conditions that shaped Q1 2026 and what they meant for portfolio positioning. Mark reviews how the quarter’s narrative shifted as geopolitical tensions escalated, lifting oil prices and inflation sensitivity, while U.S. 10-year yields moved about 30 basis points higher—reinforcing the importance of selectivity, quality, and liquidity. If your portfolio is not benef

In this Q4 2025 market update, Chief Investment Officer Mark Kinney offers perspective on the market conditions that shaped the year and what they meant for portfolio positioning. Mark reviews the key market forces that shaped 2025 and explains why portfolio performance was more muted in a year defined by narrow market leadership. He explains how a narrowly led market can challenge diversified portfolios in the short term, particularly across private real estate and

The start of a new year is a natural checkpoint... a moment to review what’s changed, what still matters, and what needs attention in the year ahead.

In this Q3 2025 market update, Chief Investment Officer Mark Kinney reflects on the key market themes of the third quarter and provides a look ahead as we approach year-end. You’ll hear how our investment team committed $237 million to new investments, bringing total activity to nearly $500 million for the year, ahead of last year’s pace and highlighting our proactive repositioning in a constantly evolving market. Discipline and active management remain at the core

We are living in interesting times. Geopolitical tensions, tariffs, trade wars, inflation, social unrest, challenges to established institutions and the current multi-week government shutdown in the U.S. are all contributing to the uncertainty and unpredictability for which 2025 is likely to be remembered.    However, corporate earnings remain healthy, the AI-technology investment boom marches forward, economic growth has remained steady, and interest rate

In this Q2 2025 market update, Chief Investment Officer Mark Kinney reflects on an eventful quarter — from April’s sharp market sell-off triggered by renewed global trade tensions, to unpredictable trade policy and political instability. You’ll hear how our investment team navigated the volatility with a measured approach, deploying $150 million across both public and private markets, while maintaining the flexibility to seize future opportunities. Mark also discuss