By Lewis Johnson - Chief Conclusion Clients will begin to see a thoughtful winnowing of our selected holdings in corporate bonds rated less than investment grade. The relentless search for yield has resulted in a[…]
By Lewis Johnson - Chief Conclusion Our recent research trip to Ireland’s “Kilkenomics” Conference strengthens our belief that the recent lull in Europe’s ongoing sovereign debt crisis will prove temporary. Countries[…]
By Lewis Johnson - Chief Conclusion Catalonia, an autonomous community within Spain, has voted for independence. Spain’s government is cracking down. How will it end and what does it mean for global markets? Our[…]
By Lewis Johnson - Chief Conclusion Hurricane Irma gave all of us in southwest Florida a real world example of the limits of prediction. In life as in the financial markets, we believe it’s better to beat the rush and[…]
By Lewis Johnson - Chief Conclusion The discipline of discomfort demands that investors who seek to outperform must make hard choices, choices that don’t come naturally. This often means cultivating controversy in your[…]
