Acknowledging Uncertainty – Where Do We Go From Here?
By Thierry J. D. Brunel Chair, Investment Committee At one point in April, Business Insider estimated that a third of the world’s population was under some form of lockdown …
How Are Managers Navigating This Environment? Looking Below the Surface of Our Portfolios
By Thierry J. D. Brunel Director, Matter Family Office The last month and a half has seen some historic moves in both equity and bond markets. Based off of daily closing prices on the …
March-End Market Snapshot
By Thierry J. D. Brunel Director, Matter Family Office One of the foundational principles of investing is the concept of valuation. As you can imagine, for such a broad concept, …
March-End Economic Snapshot
By Thierry J. D. Brunel Director, Matter Family Office For the most part, economic data will show some level of lag depending on the data point and frequency. The Conference Board Leading …
Update on the Evolving Environment Amidst the COVID-19 Pandemic
By Thierry J. D. Brunel Director, Matter Family Office While our initial thoughts are clearly on the human toll of this pandemic, we wanted to send some commentary as we systematically think …
Coronavirus Update: What is the Right Treatment Plan for Your Investments?
By Thierry J. D. Brunel Director, Matter Family Office We are writing to put some context around the news that continues to evolve regarding the coronavirus outbreak. With stock markets having sold off …
Hindsight Is 20/20 – What Last Decade Can Tell Us About the Next
By Thierry J. D. Brunel Director, Matter Family Office As we kick off a brand new decade—and our 30th year of working with Matter families—we’re taking some time to …
Is Abnormal the New Normal or Will Market Cycles Prevail?
By Thierry J. D. Brunel Director, Matter Family Office Matter families are familiar with our belief in the wisdom of long-term, strategic investments. Amidst the noise, we repeat our …
Houston, We Have Liftoff – Are Markets Headed for the Moon or Will They Fall Back to Earth?
By Thierry J. D. Brunel Director, Matter Family Office Time flies when you’re having fun! Somehow, we’ve passed the midpoint of the year—and what a year it’s been so …