InvestorView summer issue 2025

August 06, 2025
  • Capital Partners
In this issue of InvestorView, we provide a deep dive on debt and deficits, explore the possibilities of independent return strategies, and take a look at our approach to managing fixed income in uncertain environments. We also outline ideas for how trust beneficiaries can learn more about their roles and responsibilities.

Everything you ever wanted to know about debt and deficits (but were afraid to ask)

Partner and Chief Investment Strategist Scott Clemons delves into the twin challenges of rising U.S. debt and deficits, exploring five possible solutions and the implications of this debt for investors.

Independent return strategies: Preparing portfolios for the future

Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explain how incorporating independent return strategies can provide a valuable source of returns amid market uncertainty.

Managing uncertainty in fixed income

Fixed Income Product Specialist Tom Brennan explores how we approach managing fixed income portfolios in all environments – even uncertain ones.

Five pieces of advice from a professional trustee to new beneficiaries

Senior Wealth Planner Alison Hutchinson and Chief Fiduciary Officer Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
Close up US Dollar sinking in water as symbol of global economic and financial crisis and recession.
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Everything you ever wanted to know about debt and deficits (but were afraid to ask)

Partner and Chief Investment Strategist Scott Clemons delves into the twin challenges of rising U.S. debt and deficits, exploring five possible solutions and the implications of this debt for investors.

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