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May 08, 2019 | Market Commentary
After a few months of relative calm, fears surrounding the US-China trade war surprised markets early this week. What happened President Trump sent out two tweets over the weekend that relit the trade war with China and sparked fresh investor consternation over the trade dispute. Mid-day …
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All AudiencesApril 23, 2019 | Investment Themes
If you’ve changed the way you watch TV in the last few years, you are not alone. Not long ago, home entertainment was a game where everyone was a winner. As recently as 2011, 90% of US households had some sort of pay TV (via cable, phone company, or satellite). Cable companies raised rates …
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All AudiencesApril 10, 2019 | Investment Themes
Just like sunshine and chirping birds, ubiquitous For Sale signs are a sure sign of spring. More than ten years after the Great Recession, which saw home prices plummet, the housing market has certainly come a long way from the bottom. Despite significant improvement, however, home ownership …
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All AudiencesMarch 25, 2019 | Investment Themes
They say that men are from Mars and women are from Venus. We aren’t so sure we’re from different planets, but there are definitely differences when it comes to investing. With Women’s History Month in full swing, we take a look at five key facts about women as investors. 1. Women are more …
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All AudiencesMarch 11, 2019 | Market Commentary
From Pennsylvania Avenue to Main Street, immigration is a hot topic. It is a multifaceted issue with economic, legal, and political ramifications. But for investors, what have the 28 million immigrants working in the US really meant for the economy and labor markets? Let’s take a look. …
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All AudiencesMarch 08, 2019 | Investment Themes
Big technology has changed our lives: Apple and the iPhone; Google and Gmail; Amazon as the Everything Store; and Facebook and its social kingdom. Over the past few years, the Silicon Valley tech giants have grown to capture an ever-greater part of our lives. As these companies take up more of …
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All AudiencesFebruary 21, 2019 | Investment Themes
2018 was far more volatile than recent years, but we continue to remain focused on monitoring risks and identifying new investing opportunities. We asked members of our Research team about some of the trends we’re seeing and got some answers to the questions we are hearing most frequently from …
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All AudiencesJanuary 29, 2019 | Market Commentary
Late last week, President Trump and congressional Democrats came to an agreement to end the longest government shutdown in American history. The opposing parties struck a short-term three week deal to reopen the government and provide financial relief for the nearly 800,000 furloughed federal …
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All AudiencesJanuary 17, 2019 | Investment Themes
Amid volatility and drug pricing rhetoric, stock prices of pharmaceuticals and biotech companies trailed the market in 2018. Two weeks into 2019, however, biotech is enjoying its best-ever start to a year. We have found the sector attractive for some time due to strong fundamentals and high …
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All AudiencesDecember 27, 2018 | Market Commentary
Along with the ongoing market turmoil, oil prices have been sinking as well. Crude oil fell 11 percent last week alone, and in a matter of just a few months, it slipped from multi-year highs in the mid-$70s all the way back into the $40s. Regarding the volatility of crude oil specifically, we …
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