Thoughtful commentary in a complex world.
Explore market perspectives, tax and estate guidance, firm news, media appearances, and investment strategy insights from the JCIC team.
A Recession Is Likely. Here’s Why Investors Shouldn’t Panic
Rarely have markets discounted an early cycle recovery before actually descending into a recession. But we are not in a typical environment. Whether it’s a recession or soft landing, we are focused on quality and visibility.
Portfolio Positioning: Short-Term Yields Just Too Attractive to Pass Up
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
Why Estate Planning Matters More Than You Think
An estate plan can help spare your heirs from paying out-of-pocket expenses to settle the estate, maximize their inheritance and ensure your voice is heard.
Dates and Data Points for June
Key dates, issues and other information we’re watching, and sharing with clients.
Trusting the Process: Our Core Investment Beliefs for Q2 2023
As long-term investors, we take a long view on the economy and markets—a perspective that helped us successfully navigate a volatile start to the year, and will continue to as we move through the balance of what could be an equally turbulent quarter ahead.
Portfolio Positioning: A Railway with Momentum to Ride Out a Possible Downturn
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
Key Dates and Data Points in May
Key dates, issues and other information we’re watching, and sharing with clients.
Portfolio Positioning: Adding More Fixed-Income
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
General Housekeeping and What We’re Reading
Key dates, issues and other information we’re watching, and sharing with clients
Stock and Bond Prices Have Adjusted to the New Normal. Private Market Funds Haven’t—Yet
Alternative asset investing has become a $10-trillion global market by promising outsized gains with less risk. There are numerous difficulties we have with those assumptions, particularly now as an era of elevated rates threatens lofty valuations.
Clear the Runway: Signs of a Soft Landing
Investors remain starkly divided over where the economy is headed with a significant number fearing a sharp downturn to come. The data we’re seeing right now however point toward an inflation-lowering scenario that doesn’t break the economy.