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OUR LATEST INSIGHTS

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Energy Constraints Will Hamper Near-Term Productivity Gains: Inflation to Persist

In this article, our Chief Investment Officer, Jim Brilliant, CFA, discusses why we believe energy constraints and high interest rates on rising US debt levels will be contributing factors to sticky and possibly higher inflation in the short to medium term. He highlights why the transition from fossil fuels to renewable energy and the investments needed to electrify everything from artificial intelligence (AI) and data centers to semi-conduction plants and electric vehicles, are adding to inflationary pressures. Last, Jim provides an update on the CM investment strategy

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Gold Investments Unveiled: Balancing Protection and Opportunity with Physical Gold, Gold Miners, and Gold Bullion

For investors looking to diversify their portfolios with gold, there are several avenues to explore, each with its own unique advantages and considerations. In this article, we not only delve into the merits of owning physical gold but also shed light on the potential benefits of investing in publicly traded gold miners and participating in the gold market through publicly traded gold bullion.

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Balancing Risk and Reward: Mastering Asset Allocation In A Shifting Market

In the ever-evolving world of investments, the ability to balance risk and reward through strategic asset allocation is crucial. For more than 30 years, I have seen firsthand how market fluctuations and global economic events can impact investment portfolios. Whether you are a novice or seasoned investor, it is important to understand how to effectively structure your investments to optimize returns while managing risk, especially in a shifting market.

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