June 5, 2025 – BBC Business Matters Walter joined Rahul Tandon and Karen Percy on BBC Business Matters today in a surprisingly light-hearted discussion of economic headlines around the world. They discussed how US debt and trade policy are impacting investors...
How Long Will the Market Rally? June 2, 2025 While the US Debt Ceiling has been on our radar for a while (see Walter’s Quarterly letters from last year), it is now starting to take center stage. In June’s First Week video, Walter shares the market’s...
May 22, 2025 – Bloomberg Intelligence Walter Todd was featured on Bloomberg Intelligence this week to discuss fixed-income moves and the broader market outlook. He shared our investment team’s bond strategy and how investors can navigate the volatility of...
Strong Earnings and Falling Guidance April 30, 2025 From the US GDP turning negative to a recovering market after tariff tensions, there is never a shortage of issues to discuss in 2025’s economic landscape. Walter shares his insight in May’s First Week...
January 6, 2025 “There is no normal life Wyatt, there’s just life. Now get on with it.” Val Kilmer as "Doc" Holiday I know I started last quarter’s letter with a quote as well, but after hearing of Val Kilmer’s passing this week, this line from...
