Thought Leadership
The Next Productivity Boom
Editor's Note Somerset recently joined a private discussion with ARK Invest’s Cathie Wood to explore how new U.S. policy measures,...
Demystifying Alternatives
A Somerset CLARITIES Perspective on When—and How—They Truly Add Value EXECUTIVE SUMMARY In recent decades, alternative investments have moved from...
Sightlines | Somerset Advisory
The Race We’re Actually Running Prologue At dawn, the meadow shimmered. The air was cool and heavy with dew. A...
Searching for the Yellow Bicycle: Where Rational Capital Can Still Go to Work
May 22, 2025When trust thins, people look for shelter.This week we received a quiet but telling move with the Federal...
Part 2: Through the Mirrors
Earlier this week, we talked about what happens when emotionless systems (algorithms, models, even headlines) begin shaping a market built...
What To Expect When Working with a Female Financial Advisor
The financial services industry has historically been male-dominated, but the landscape is changing. Women are steadily increasing their presence as...
Are We Investing in a Hall of Mirrors?
The investment world has always been shaped by stories—what we believe about value, growth, risk, and opportunity. As I’ve shared...
Why China’s Digital Currency May Never Become the World’s Reserve (part two of this two part series)
Trusted With FreedomThe last piece ended with a paradox. The structure that allows China to move quickly in launching a...
Efficiency Cuts Both Ways, Up and Down
Markets are efficient. That phrase or, put a different way, “the market gets what the market gets” is used so...