News & Library

Perspecta Market Outlook – January 2017

There Is No Alternative Perspecta Senior Research Analyst Matthew B. Warlick explores the current 7+ year rally in global stocks, the case for gold in portfolios in 2017, the “optionality” of cash, and hedge fund strategies that remain well positioned in a rising interest rate environment.  Please see the full article here.

Tweet about this on TwitterShare on FacebookEmail this to someoneShare on Google+Share on LinkedIn

Perspecta Investor Letter – July 2016

In his Second Quarter Investor Letter, Anthony J. Annino, Perspecta Trust’s Vice President of Investments, discusses applying “mindfulness” to find opportunity in a world of declining expected real returns from financial assets. Please click here to view the full investor letter.

Tweet about this on TwitterShare on FacebookEmail this to someoneShare on Google+Share on LinkedIn

2015 President’s Letter

2015 – In like a lion…out like a lion. The onset of 2015 saw the New England area deep in the grips of one of the worst winters on record; the Boston area and its environs were paralyzed by the most snow in a century, and local residents shunned the evening news out of fear of yet another impending storm. Similarly, as 2015 drew to a close, we were again in the grips of another maelstrom. While December proved to be unseasonably balmy, the public was paralyzed by a different storm; in this instance, an economic one, which like its climatic brethren, brewed overseas and unleashed its fury on our shores. Once again, residents were fearful of the evening news’ reports of tumbling oil prices, economic slowdown in China, and…

Tweet about this on TwitterShare on FacebookEmail this to someoneShare on Google+Share on LinkedIn