Topics Include:
U.S. Equities Are Expensive…(?) – We examine the consensus bearish rhetoric on U.S. equities valuations and how the comparison between inflation and short-term interest rates has changed over the past year.
An Alternative Approach – The Osborne Partners differentiated approach to managing the alternatives asset class adds value to a diversified portfolio.
Fixed Income and Credit: The Federal Reserve Hikes Again. – The yield curve shifted higher as the Fed hiked again in July.
A Guide to Effective Giving: How to Thoroughly Vet a Charity Before Donating
Disclosure: The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC ("OPCM") as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
