Investment Notes

Island Light Investment Notes (April 2016)

“Always act in accordance with the dictates of your conscience, my boy, and chance the consequences.”  W.S. Gilbert Last month, the Department of Labor published new regulations for advisors working with retirement plans and IRAs.  This new fiduciary standard compels the advisor to “act in the best interest of the client”.  We ask, what took...

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Island Light Investment Views, Q2 2016

Investment Views Our investment team makes a series of investment decisions based upon our current outlook on the US and global economy, global equity and fixed income markets.  Every quarter, we produce new capital market estimates that we use to manage our portfolio allocations within and between major asset categories and subclasses in order to...

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Island Light Investment Notes (January 2016)

“In these matters the only certainty is that nothing is certain.”  Pliny the Elder Uncertainty paralyzes.  When we don’t have certain knowledge, our inclination is to stand still, observe and do nothing.  When we know more, we act. In hindsight, everything is clear.  Looking backward doesn’t tell us what will happen next, but past experience...

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Island Light 2016 Investment Outlook

Investment Views Q1 2016 Our investment team makes a series of investment tilts based upon our current outlook on the US and global economy, global equity and fixed income markets. Every quarter, we produce new capital market estimates that we use to manage our portfolio allocations within and between major asset categories and subclasses in order to...

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