Our Thinking:

We gain investment and market insights from both deep quantitative analysis and extensive qualitative research. We believe these insights shape our investment guidance and our long-term results.

Sign up for insights

Filter results

Announcement 11.01.2023

Lowell Blake Team Joins Choate

Choate Hall & Stewart LLP announced today that the team of professionals at Lowell Blake & Associates (LBA) will join Choate’s Wealth Management Group.

Quarterly Report 10.25.2023

2023 Third Quarter Review: The Jury is Still Out on a “Soft Landing” for the US Economy

Our third quarter review addresses the outlook for rising interest rates, how increased yield rates from new US Government bonds are pushing bond prices lower, and labor market strength despite higher interest rates on the economy and corporate earnings.

Choate Family Office Podcast 10.23.2023

Utilizing ESG as Criteria in Investment Analysis

In this episode of the Family Office Services Podcast Series, Choate Investment Advisors’ Erin Kerr and Alison Svizzero discuss how environmental, social, and governance (ESG) criteria are used by investors in evaluating companies, in addition to traditional fundamental analysis, to determine long-term performance.

Announcement 09.19.2023

ChoateIA Named to Barron’s 2023 Top 100 RIA Firms List

Barron’s ranked Choate Investment Advisors among the Top 100 in its 2023 list of the top independent advisory companies in the country. The list, published annually, is researched by Barron’s staff and is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.

Quarterly Report 07.27.2023

2023 Second Quarter Review: Markets Higher Due to Better Than Expected Data in Still Slowing Economy

Stocks continued to march higher in the second quarter, reflecting a better near-term outlook for the slowing economy: rising interest rates continue to lower inflation, labor markets remain resilient, and investors show enthusiasm for Artificial Intelligence (AI) and the mega-cap technology stocks that may lead the adoption of AI.

Announcement 07.10.2023

ChoateIA Named to BBJ’s 2023 Top Investment Adviser List

The Boston Business Journal ranked ChoateIA among the Top 20 in its 2023 list of the "Largest Independent Investment Advisers in Massachusetts." The list, published annually, is researched locally by staff members of the BBJ.

Choate Family Office Podcast 05.23.2023

Investment Implications of the Current Debt Ceiling Negotiations

In this episode of the Family Office Services podcast, Tamer Alamuddin and Christine Wright of Choate Investment Advisors discuss the current U.S. debt ceiling, related political gridlock and fears about financial instability.

Announcement 05.16.2023

Choate Announces Addition of Five Partners to Wealth Management Group

Choate Hall & Stewart LLP announced today that partners Marc J. Bloostein, Cameron Casey, Kimberly E. Cohen, Jennifer S. Ewing and Geoffrey M. Mason will join Choate’s Wealth Management Group from Ropes & Gray’s Private Client Practice. 

Quarterly Report 04.19.2023

2023 Q1 Review: Stock and Bond Relief Despite Bank Collapse

Despite the failure of Silicon Valley Bank in March, the first quarter provided welcome relief to stock and bond investors as the S&P 500 Index gained 7.5%, the MSCI All Country World Index (ACWI) gained 7.3% and the Bloomberg Aggregate Bond Index (AGG) gained 3.0%. The economy is slowing and corporate earnings forecasts continue to decline, raising caution about the near term outlook. Yet, these lower growth expectations are helping lower interest rates, which led to higher bond prices and sparked a rally in a few growth stocks that dominated stock market returns for the first quarter.