(Au)our Insights

31
Jul

Why Pessimism Sounds Smart (But Usually Isn’t)

Why sounding smart may cost you more than it earns you There’s a strange irony in investing—one that’s easy to miss if you’re not paying attention to how we listen. Time and again, the most respected voices in the room are the ones sounding the...
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17
Jun

The Positive Historian Advantage

The first half of 2025 reminded us that markets don’t move in straight lines. Neither does investor sentiment. The markets began the year on firm footing. A new administration in Washington brought a fresh sense of optimism to many investors. Promises of fiscal discipline, supply...
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30
May

Strategic Uncertainty

Adjusting the Equation in Real Time GDP = C + I + G + (X – M). The above equation provides one way to conceptualize economic activity for a country. It makes the relationship between Consumption (C), Investment (I), Government spending (G), and the difference...
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20
May

Auour Investments Named to PSN Top Guns List of Best Performing Strategies for Q1 2025 

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Boston, MA—May 20, 2025— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and...
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10
Mar

Auour Investments Named PSN Top Guns Manager of the Decade for Global Fixed Income for Q4 2024! 

Auour Investments Named Manager of the Decade for Global Fixed Income for Q4 2024Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Boston, MA—March 6, 2025— Auour Investments announced today it has been named to the...
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08
Aug

The Carry Trade

The Carry Trade Given the volatility in the markets over the past few days, we thought it wise to address our thoughts surrounding it. Please understand that the observations and opinions shared below can change as new information becomes available. Last Wednesday, the Governor Ueda...
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29
Apr

Is It Possible?

Recently, we’ve been confronted with a few questions: Is it possible that we might avoid a recession? Has inflation been controlled without a surge in unemployment? And, can banks and commercial real estate weather the Federal Reserve’s significant rate hikes? The graphic below, depicting how...
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30
Dec

Auour First Decade

As the year draws to a close, we extend our heartfelt gratitude to all those who have accompanied us on this remarkable journey. This year marks our tenth anniversary, and it has been a decade filled with significant milestones. Among them, we celebrated the ten-year...
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03
Nov

Resetting Expectations

“If I can be optimistic when I’m nearly dead, surely the rest of you can handle a little inflation” – Charlie Munger, Vice Chairman of Berkshire Hathaway (99 years old) We’ve been saying for a while that today’s market landscape is shaping up to be...
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29
Aug

Now It Gets Interesting

In our first note of the year, we said patience would be required as the world worked through high inflation and tightening monetary conditions. We suggested that the last 20 years have conditioned investors to assume economic events happen quickly and resolve quickly. We cautioned...
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