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 between exports and imports (X-M). Simple in form. Impossibly complex […]
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 managed ETF strategies for Q1 2025. The highly anticipated list, […]
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 celebrated PSN Top Guns List of best-performing separate accounts, managed […]
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 of the Bank of Japan made a comment that took […]
Media Contact: Keller Schlueter Auour Investments kschlueter@auour.com (617) 326-8211 Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies. Wenham, MA—May 22, 2024— Auour Investments announced today it has been named to the celebrated PSN Top Guns List of best-performing separate accounts, managed accounts, and managed ETF […]
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 often the term “soft landing” was used in the news, […]
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 anniversaries of our first two strategies in October and December. […]
“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 quite different from the past. We said it first in […]
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 that this time may be different from the recent past—that […]
Dollar Dominance The media often plays up the narrative that the U.S. dollar is about to lose its dominance. We can understand investors’ fear but cannot find an argument that warrants the decline in dollar power. We could find reasons to think the dollar may lose some value relative to others but to lose its […]