2021 Q2 North American Portfolio Commentary
2021 Q1 North American Portfolio Commentary
2020 Q4 North American Portfolio Commentary
2020 Q3 Portfolio Commentary
2020 Second Quarter Commentary
2020 First Quarter Commentary
March 16, 2020: Reflections on Markets and Investor Emotions
January 31, 2020: 2019 Market Commentary
December 31, 2019: Generating Yield in a Tax Efficient Way