Get to know our perspective

Each quarter, our investment team shares a Review and Outlook. We cover:

  • Market moves
  • Stocks
  • Bonds
  • Our view on risks and opportunities that lie ahead

From time to time, we also share posts about specific topics of current relevance to investors.

We warmly invite all Oarsman clients to be in touch with our team to ensure you’re receiving our materials in a way convenient for you.

A Market Broadening Could Renew Interest in Small Cap, International Equities

2Q 2024
Continued under-performance has only made the discount to larger-cap stocks that much more appealing for long-term investors. International developed markets are long on financials and industrials – areas of the market that would be primed for a broadening trade sparked by a reverted yield curve and global expansion.

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Even If Market Gains Are ‘Too Far, Too Fast,’ Data Points to a Continued Strong Economy

1Q 2024
We believe the US economy remains on solid footing as employment holds up and inflation holds the improvement made over the past year.

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2024: Expect a More Challenging Environment—But Not a Dearth of Opportunities

4Q 2023
The eye-popping gains of 2023 mean a lot of good news is already priced into financial markets. Generally supportive fundamentals argue for a “constructive” investment stance poised to take advantage of any meaningful weakness.

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