Following a tariff-induced spike of volatility in early April, global equities bounced back buoyantly in the second quarter. The U.S. market closed at a record high.

Deputy CIO Nathalie Cunningham and Managing Director, Client Portfolio Management Christine Kelleher were both quoted in Pensions & Investments in an article about former endowment officers…

Strategic Investment Group is pleased to share that our CEO, Nikki Kraus, was recently featured on the Rosemont Roundtable podcast, hosted by Chas Burkhart of Rosemont Investment Group. In this…

An excerpt from our June Monthly Market Review: Global markets surged higher in June, adding to May’s heady gains. U.S. equities reached record highs, advanced and emerging equity markets rose, U.S.…

Returns Alone Do Not Answer the Question. In the latest edition of our Fiduciary Insights series, How Does Your OCIO Measure Up?, we examine why current approaches to OCIO performance comparisons…

An excerpt from our May Monthly Market Review: After riding a roller coaster in April, U.S. equities rocketed higher in May, gaining over 6%. Wild swings in tariff policy remained the main driver of…

After a tumultuous start to 2025, we hosted a discussion exploring the outlook for the second half of the year and shared how we plan to navigate markets in the near to medium term. Moderated by…

On May 7, Jason Copelas, CFA, Director of Public Equities, was a guest panelist at the 12th Annual Mid-Atlantic Institutional Forum in Washington, D.C. The event, hosted by the Markets Group, brought…

An excerpt from our First Quarter Investment Brief - Markets take risk in stride. They are after all continuously discounting changing circumstances and attaching probabilities to unknown future…

An excerpt from our Q1-2025 Quarterly Investment Report - Policy uncertainty and concern that massive U.S. tariff increases would slow growth and raise prices dominated markets in the first quarter.…