Investment Commentaries
Investment Commentaries
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A periodic look at market-moving events and our advice for investors.



The importance of a well-diversified portfolio
April 2016

Behavioral Finance: Emotions and investment choices
April 2016

The slumbering central bank finally stirs
By: Tony Roth and Luke Tilley
December 2015

Constructing a more dynamic portfolio with equity sector allocation [PDF]
November 2015

Twice-bitten, again shy: Is yet another bailout in the offing?
By: Clement K. Miller, CFA
July 2015

The rise and fall of China's stock market
By: Luke Tilley and Clement K. Miller
July 2015

Voting Down Reform: Greece to exit the eurozone... or more can-kicking?
By: Clement K. Miller, CFA
July 2015

Debt & default: the ultimate Greek tragedy [PDF]
By: Clement K. Miller, CFA
June 2015

Easing, elections, and the eurozone: limited economic improvement [PDF]
By: Clement K. Miller, CFA
January 2015

Renewed Greek political drama: volatility expected for the Eurozone in early 2015 [PDF]
By: Clement K. Miller, CFA
January 2015


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