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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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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
2027-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Investment Angles

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

How is AI transforming the macro outlook? Three potential scenarios

Macro Strategists John Butler and Eoin O’Callaghan explore how AI is transforming the macro outlook and outline three potential scenarios with very different investment implications.

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6 min
Article
2027-06-04
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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6 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Approach AI with an open mind

Our experts profile how accelerating AI, infrastructure demand, software disruption, and labor impacts may reshape risks and opportunities across global markets.

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6 min
Article
2027-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.