Cleary Gull

Investing in an Increasingly Turbulent and Integrated World

Today’s markets can be seen as dynamic systems for sorting and selecting investments. In such a system, sustainable investment performance is not only about the tides of fundamental valuation but also the interim waves of the market.

The following is an excerpt from a presentation which is part of the ongoing Investment Symposia Series presented by Cleary Gull. Brian Singer, CFA, a partner with William Blair and head of their Dynamic Allocation Strategies Team, offered a review of the challenges we face in understanding the market impact of geo-political events. He also offered thoughts on investment opportunities that may be created by connecting these events to global markets.

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Views and comments expressed in this blog are those of the author and do not necessarily represent the positions of Cleary Gull or fellow Cleary Gull associates.