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Insights for Financial Professionals

February 22, 2017

Unearthing Opportunities in Biotech

A number of defining characteristics of markets and economies signal a more challenging environment for investors. Economic growth in the U.S. and abroad remains sluggish, valuations are generally on the expensive side of neutral, forward return expectations are relatively muted...

February 10, 2017

2017 Could be the Year of the Active Manager

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.

February 08, 2017

Monthly Outlook - February

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.

February 06, 2017

Product Spotlight: Disciplined Value Series

Managing Director of Quantitative Strategies Group, Chris Petrosino, discusses our Disciplined Value Series.

February 03, 2017

February 2017 Perspective

U.S. economic growth markedly slowed during the fourth quarter of 2016 according to the advance estimate released in January. Specifically, real GDP growth came in at a 1.9% annual rate, down from the third quarter’s final reading of 3.5%.

January 26, 2017

Contribution Limits, Tax Rates, and More for 2017

Don’t have time to keep track of changes to contribution limits and tax rates? Our printable 2017 Tax Reference Guide has all the information you need compiled into one easy document.

January 26, 2017

2017 Outlook: Investing in Remarkable Times

As we head into the new year, we provide our forecast of what to expect in global financial markets and highlight how active management may help navigate today’s market environment. Learn more about our view in the new 2017 Semi-Annual Outlook.

January 24, 2017

Fourth Quarter 2016 International Perspective

Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased fiscal spending, and reduced regulation, helped boost U.S. equity markets with those returns spilling over into global equity indices.

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