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Investment Management
First Quarter 2024 Insight
Aspiriant’s IS&R team dives into 2024 by highlighting the evolving dynamics of financial markets for investors.
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Investment Management
Fourth Quarter 2023 Insight
In the Fourth Quarter 2023 Insight, the investment team discusses the economy and markets.More
Investment Management
Market Perspective: Conflict in the Gaza Strip
We focus on the geopolitical risks stemming from the conflict in Gaza and the impacts on the global economy and financial markets. More
Investment Management
Third Quarter 2023 Insight
Government responses to COVID-19 and its after-effects have been enormous. Given the magnitude of these actions and responses, it's hard to...More
Investment Management
Second Quarter 2023 Insight
We discuss the Fed’s challenges, inflation, as well portfolio management strategies during times of shifting economic and market conditions.More
Investment Management
Market Perspective: Regional Bank Update
Our team summarizes the recent bank failures and offers a perspective on the current state and a potential hurdle for regional banks.More
Investment Management
Market Perspective: Silicon Valley Bank Run
This is the 2nd largest banking failure since 2008. The failure of any financial institution can lead to public concern or waning confidence.More
Investment Management
Market Perspective: A Deeper Look at Bear Market Rallies
A deep dive into bear market rallies, periods in which financial assets temporarily rebound during a severe and longer-term pullback...More
Investment Management
First Quarter 2023 Insight
The story for 2023 will shift from inflation and center on economic growth and its impacts on corporate profits and unemployment.More
Investment Management
What Comes Next: The Potential Hazards of a Future Recession
In this market perspective, we discuss our policy and investment outlook. We outline the environment leading up to a potential recession.More
Investment Management
Fourth Quarter 2022 Insight
Skilled investing, like good driving, means proceeding along one’s journey at a reasonable and safe pace, using sound decision making.More
Investment Management
Market Perspective: The Future for Bonds is Looking Up
Bond investors are generally willing to forego higher returns and expect to receive lower, steadier returns with smaller losses. Over the past year, this expectation…More
Investment Management
Market Perspective: Volatile Times
As the Federal Reserve continues raising rates, recession fears have resurfaced and triggered equities to resume the selloff that began earlier this year.More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
