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Perspectives

Archive Materials for High-Net-Worth and Institutional investors only.
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Home > Perspectives
Quarterly Updates
First Quarter 2025 Investment Perspective April 2025

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Quarterly Updates
Fourth Quarter 2024 Investment Perspective January 2025

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Quarterly Updates
Third Quarter 2024 Investment Perspective October 2024

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Quarterly Updates
Second Quarter 2024 Investment Perspective July 2024

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Quarterly Updates
First Quarter 2024 Investment Perspective April 2024

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Quarterly Updates
Fourth Quarter 2023 Investment Perspective January 2024

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Think Pieces
Gratitude…The Fruits of Our Labor January 2024

Thought piece by Greg Nejmeh, CFA, Partner, President & Investment Strategist

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Quarterly Updates
Third Quarter 2023 Investment Perspective October 2023

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Think Pieces
It’s Just the Normal Noises in Here August 2023

Thought piece by Greg Nejmeh, CFA, Partner, President & Investment Strategist

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Quarterly Updates
Second Quarter 2023 Investment Perspective July 2023

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Think Pieces
(Too Much) Money Changes Everything May 2023

Thought piece by Greg Nejmeh, CFA, Partner, President & Investment Strategist

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Quarterly Updates
First Quarter 2023 Investment Perspective April 2023

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