Stay informed on the novel Coronavirus (Covid-19)

Keep abreast of coronavirus and its ongoing impact on markets and the economy. The situation remains fluid, so we plan to update this page regularly.

Featured Content

Ease Market Entry Fears

Ease Market Entry Fears with Dollar-Cost Averaging

Skittish about jumping into the market after March’s steep decline? A staged entry might be a more palatable way to wade back in.

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Dr. Erica Ollmann Sapphire

Lingering Questions on Covid-19

Dr. Erica Ollmann Sapphire, Ph.D., Professor of the La Jolla Institute for Immunology, and a Gates Foundation grant recipient, answers a number of your top questions.

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Covid as a Catalyst

Covid as a Catalyst: The Long Run Impact

Once we're past the pandemic, what changes will follow? Our "COVID as a Catalyst" series explores longer term macroeconomic, technological, corporate, and geopolitical effects.

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Timely Questions

Our investment professionals respond to the most frequently asked questions we’re hearing right now.

The Fed Didn’t Ease More…Is That a Missed Opportunity?

The Fed gave its updated economic outlook, but not the additional policy support markets were looking for. We think this was a misstep.

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Will Smaller Stocks Recover from the Coronavirus Blow?

Small-cap stocks have been hit hard, but they may not be as vulnerable as perceived.

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Can Too Much of a Single Stock Be a Bad Thing?

When times are good, concentrated stock positions look limitlessly profitable. But what happens in a reversal?

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Can Illiquidity Work to Private Investors’ Advantage?

In private markets, which are typically illiquid, investment results are less influenced by market gyrations. That’s a singular advantage.

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Keeping in Touch



Are things different this time? That’s the question posed at the outset of David Barnard’s latest quarterly letter. And as he explores a broad swath of uncertainties, the answer might surprise you.”

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Gaining Industry Perspectives

Promising Paths to Treat Covid-19

The Sweet Spot for Conquering Covid-19

What will it take to resume life as we knew it? Bernstein BioPharma analyst Ronny Gal shares the ideal end game for tracing, treatments, and vaccines.

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Widening the Lens

Blue Ribbon

Election Time: Which Are the Best Candidates…for Wealth Transfer?

Now is the ideal time to shift assets for the benefit of generations to come. But which investments might make truly spectacular wealth transfer candidates?

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