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managing partners

As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.

Paul Skinner weekly market updates

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4 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Weekly Market Update

What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.

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4 min
Video
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Investment Angles

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Article
7 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is AI the new China? Three lessons for investors

We examine how AI could reshape the global economy and expand the investment opportunity set well beyond the technology sector. Drawing lessons from China’s rise, we explore where opportunities may emerge — and why investors will need to stay nimble as market leadership shifts.

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7 min
Article
2027-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1714982016
Article
3 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

US midterm elections: Why they matter for markets

Macro Strategist Juhi Dhawan and Geopolitical Strategist Thomas Mucha explore what's at stake in the US midterm elections what the outcome may mean for investors in the longer term.

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3 min
Article
2027-10-20
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.