Investment Management Insights

Welcome to Investment Management Insights! Here you will find video recordings regarding our investment management process, market commentary, and more. Videos are sorted with the most recent appearing at the top. Not seeing what you are looking for? Try using our search bar or pagination at the bottom.

Elevate 2: Market Commentary with Ted Kouba

Elevate 2: Market Commentary with Ted Kouba

"Elevate" your knowledge of the markets with our Senior Officer of Investment Operations and Financial Planning, Ted Kouba. These webinars occur quarterly, and go for 30 minutes during a Thursday noon lunch break. In this second webinar of 2022, Ted recaps the July...

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3 Layers of Risk Management

3 Layers of Risk Management

In this short video, Scott Huelskamp describes our “3 Layers of Risk Management” that we use to protect our clients’ portfolios from risk in the markets. Layer 1 refers to our diversification of holdings in each portfolio. We aim to identify valuable holdings in a...

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May 2022 Market Commentary

May 2022 Market Commentary

In this month's market recap, Ted visits the drawdown, bond trends, the yield curve, Fed and inflation expectations, and our four elements. May Market Recap — Jun 17, 8:43 am Download PDF

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April 2022 Market Commentary

April 2022 Market Commentary

In this brief video, Ted covers April's market overview, bond performance, fixed income drawdowns, credit risk, trends across asset classes, Fed Policy and inflation expectations, and our ecosystem of elements. April 2022 Market Commentary Download PDF

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Elevate Webinar 1: Market Commentary with Ted Kouba

Elevate Webinar 1: Market Commentary with Ted Kouba

"Elevate" your knowledge of the markets and economy with our first 30-minute zoom webinar featuring our Director of Investment Management, Ted Kouba! This is the first webinar of a quarterly series. In Q1's call, Ted touches on January's volatility, market overview,...

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March 2022 Market Commentary

March 2022 Market Commentary

In this month's market recap, Ted discusses the recent inversion of the yield curve, Fed expectations, mortgage rates, inflation expectations, and the four model elements. Keep an eye out for registration for our first quarterly webinar with Ted on April 21st. A...

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Research Supplement: The Fed and Interest Rate Expectations

Research Supplement: The Fed and Interest Rate Expectations

Summary On March 15th, in a highly telegraphed move, the Fed took its first step in attempting to combat inflation. Recently, expectations of the Fed’s meeting have shifted around quite a bit, which can drive short-term equity volatility. With inflation and the Fed...

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February 2022 Market Commentary

February 2022 Market Commentary

Welcome to our first monthly market commentary video featuring our Director of Investment Management, Ted Kouba. This month, Ted covers a brief market overview, the Russia/Ukraine conflict, energy costs, Fed expectations, inflation expectations, and the four elements...

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