WMS Investment Committee

Investment Strategy: a Major Reset

  • The Fed clearly sees more risk coming from higher inflation than it does from a potential...

Time to Buy?

No. Decades of low inflation and falling real yields pushed up valuation multiples across all...

Patience and Cash Flow

 

Invasion of Ukraine: Market Implications

Like all of you, the most we can do is watch in horror and sympathy at what is unfolding in Ukraine...

Keep Calm ...

 ... But Mind the Speculative Unwind and Position Cautiously