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.

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Perspecta Investor Letter – November 2016

In his Third Quarter Investor Letter, Anthony J. Annino, Perspecta Trust’s Chief Investment Officer, discusses various economic motivations that may well be responsible for fueling the anger expressed by the US electorate in November’s presidential election – specifically the untold impact of China’s excess savings on the American worker and the adverse effects technological advancement has had on US manufacturing and industrial employment. Please click here to view the full investor letter.

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