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Lessons From a Growing Apparel Stock
January 16, 2020 | Investment Themes
Apparel is a competitive industry. Trends are constantly changing, and there are frequently new entrants. Rarely does a company make a long-lasting impact, but Lululemon has been an exception to a difficult rule. We’re taking a look at what has allowed this company to grow from a specialty yoga …
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All AudiencesVideo Games are More Than Child's Play
December 23, 2019 | Investment Themes
Key Takeaways Video games have moved away from a console-based structure towards free-to-play and mobile models The shift to a digital model has a long runway in the US economy Virtual reality and game streaming provide exciting future potential Business is booming for video games. …
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All AudiencesManufacturing is more than just a number
November 25, 2019 | Investment Themes
Key Takeaways A popular manufacturing strength indicator has contracted for three straight months Some investors are concerned that slowing manufacturing activity could spread and lead to job loss in other sectors Manufacturing already accounts for a smaller portion of GDP than it once did, …
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All AudiencesFAQ: When will the next recession hit?
November 15, 2019 | Market Commentary
When is the next recession going to hit? Jeff Ingraham, Managing Director of Portfolio Strategies, points out some key indicators of the country’s place in the economic cycle, and some signs of a looming recession.
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All AudiencesFAQ: What is your position on gold as an investment?
November 15, 2019 | Market Commentary
Is investing in gold a good idea? In this video, Jeff Ingraham, our Managing Director of Portfolio Strategies, discusses why you should think about gold from an economic perspective, and how to find investments that have intrinsic value.
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All AudiencesFAQ: What is your outlook for the trade war with China?
November 15, 2019 | Market Commentary
What impact is the trade war having on the markets? In this video, Jeff Ingraham discusses the dual impact of the U.S.-China trade war on both businesses and consumers, and his view on the possibility of an eventual resolution.
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All AudiencesFAQ: What are your thoughts on low and negative interest rates?
November 15, 2019 | Market Commentary
What does a negative interest rate mean? Jeff Ingraham expands on the reasoning behind current low and negative interest rate environments, and how to find possible opportunities for investment.
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All AudiencesExponential Growth, Exponential Opportunity
October 30, 2019 | Investment Themes
The information age is upon us. Rapid advances in cloud computing, artificial intelligence, and more are just beginning to transform our lives and our economies. Supporting all these technologies is an ever-increasing demand on our hardware and capabilities. Every iPhone upgrade, wireless tower, …
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All Audiences3 Health Care Stocks We Like Today
October 18, 2019 | Investment Themes
It’s no secret that health care is pricier than ever. If you haven’t seen the headlines, you’ve likely felt the impact on your own wallet. With an aging population and the rising prevalence of chronic disease, this upward trajectory is expected to continue. According to Deloitte, the growth …
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Power of AI
September 30, 2019 | Investment Themes
Artificial intelligence (AI) is at the forefront of technology today. As companies advance existing innovations and create new ones, AI will play an increasing role in fueling economic growth. In a recent report, consulting firm McKinsey found that AI could potentially add $13 trillion of …
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