Summer Reading
September 2026 | Kate Dumas, CFA
With summer coming to a close, the TCR team looks back on their favorite summer reads.
Soundings
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Outsourced Chief Investment Officers and the Modern Family Office
August 2026 | Kate Dumas, CFA
In our latest whitepaper, Kate Dumas, CFA looks at what an Outsourced Chief Investment Officer does, how the model compares to a traditional wealth manager, and what families and foundations should look for when evaluating an OCIO relationship.
Hold Me Now
August 2026 | Kate Dumas, CFA
Every road this week led back to the bond market — rates climbing, the Fed quiet, the Treasury leaning on buybacks, and gold, crypto, and the dollar all telling on the debasement trade. Should you still own bonds? Do you need inflation protection?
Passing the Puck
August 2026 | Kate Dumas, CFA
Volatility Shares files for ETFs tied to NHL team performance via a new CME index — a lighter-hearted test of how far the SEC's appetite for "novel" products will stretch.
Passing the Test
August 2026 | Kate Dumas, CFA
Truth Social's new pay-per-month API gives high-frequency traders early access to Trump's posts, raising fresh insider-trading questions as the SEC weighs a wave of "novel" prediction-market ETFs.
Big In Japan
August 2026 | Kate Dumas, CFA
The US and Japan intervene to stabilize the yen amid historic currency pressure, Fed-BOJ rate divergence, and Iran War oil shocks.
New (World) Order
July 2026 | Kate Dumas, CFA
Andy Burnham becomes the UK's 7th PM in 10 years amid global upheaval. A look at Mark Carney's "rupture" thesis and the new world order taking shape.
Bench Pressing
July 2026 | Kate Dumas, CFA
Why the right benchmark matters: a guide to policy indexes, blended benchmarks, and spending-plus-inflation targets for institutional portfolios.
AI Meets ESG
July 2026 | Kate Dumas, CFA
Corporate governance in the AI era: MSCI's CCC rating on SpaceX's IPO raises questions about voting power, oversight, and shareholder rights.
The Battle for Search Supremacy
July 2026 | Kate Dumas, CFA
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
Red White & Blue
July 2026 | Kate Dumas, CFA
Marking 250 years since independence, with a nod to Portsmouth's own long history and an Adams letter for the ages.
Growth
June 2026 | Kate Dumas, CFA
Growth stocks are wobbling after years of AI-fueled outperformance. Three charts from Apollo show rising tech volatility, a valuation premium for non-earners, and how narrow this year's rally really is.
MANGOS
June 2026 | Kate Dumas, CFA
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Not Yet
June 2026 | Jeff Croteau
Private credit gating raises a familiar question: are we out of the woods, or just getting started?
Decoupling
June 2026 | Kate Dumas, CFA
Markets keep climbing despite war, inflation, and debt. Why the headlines and the tape have stopped moving together.