An excerpt from our Fourth Quarter Investment Brief - Tariffs are usually intended to protect domestic producers by placing a tax on imports, thus raising their price and reducing import demand. In…

An excerpt from our Q4-2024 Quarterly Investment Report - Propelled by a continued surge in AI-related stocks, the U.S. equity market gained 25% in 2024, further stretching valuations. Advanced and…

On March 31, 2025, from 2:30 pm to 5:00 pm CT, Nikki Kraus will present at an Endowment Governance Workshop as part of AGB’s National Conference on Trusteeship held at the Chicago Marriott Downtown…

An excerpt from our February Monthly Market Review: U.S. equities fell in February amid heightened policy uncertainty, signs of slowing economic growth, fears of looming tariff-induced inflation, and…

An excerpt from our January Monthly Market Review: Despite a mounting sense of foreboding, global markets were relatively placid in January. U.S. equities rebounded from December’s downdraft, and…

You can now watch the replay of Strategic's 2025 Market Outlook and Portfolio Positioning Webinar. Our panelists, Christ Lvoff, Markus Krygier, and Jeff Nasser from Strategic’s Office of the CIO,…

On January 29, 2025, from 1:00 p.m. to 4:00 p.m. ET, Nikki Kraus, will present at an Endowment Governance Workshop during AGB’s Foundation Leadership Forum. While foundation board members often have…

Strategic Investment Group is pleased to announce that Christine Kelleher has joined the firm as a Managing Director on the Client Portfolio Management team. Christine joins a distinguished team of…

An excerpt from our December Monthly Market Review: The U.S. equity market gave up some of its earlier strong gains in December holding the return for the year to a mere 25%. Non-U.S. advanced and…

An excerpt from our November Monthly Market Review: A strong post-election rally propelled the U.S. equity market to another record high in November. Equities outside of the U.S. fared considerably…