Search
Filter by type
Stay up-to-date with our latest insights and resources during COVID-19. Learn more
March 16, 2020 | Market Commentary
On Sunday afternoon, the Federal Reserve (Fed) announced a wide range of measures that have not been seen since the financial crisis. Coordinated with major central banks around the world, the Fed’s initiatives are intended to ensure the financial system remains well-functioning. Market …
Audience
All AudiencesMarch 13, 2020 | Market Commentary
In the past week, as the number of Coronavirus (COVID-19) cases has continued to increase, it has resulted in rising investor fear over what the potential economic fallout may be. With Thursday’s steep selloff in the S&P 500, the US stock market has entered into a bear market for the first …
Audience
All AudiencesMarch 06, 2020 | Market Commentary
The past two weeks have seen incredible volatility in financial markets. The rapidly evolving Coronavirus situation, an emergency move by the Federal Reserve, and a wild week in US politics have given investors more than enough news to digest.
Audience
All AudiencesFebruary 24, 2020 | Market Commentary
The Coronavirus outbreak spread beyond the Middle East and Asia this weekend, rekindling fears of a global pandemic and roiling international financial markets. Reports of new cases surged in South Korea, Iran, and northern Italy as the global total of reported cases approaches 100,000. …
Audience
All AudiencesFebruary 13, 2020 | Investment Themes
Update: On Thursday morning, February 13, Tesla did in fact announce that in order to “further strengthen its balance sheet,” they will be offering up to $2 billion in new shares. Perspective on Tesla's Wild Stock Move It has been a wild ride for Tesla investors over the past six months. The …
Audience
All AudiencesJanuary 30, 2020 | Investment Themes
Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …
Audience
All AudiencesJanuary 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 …
Audience
All AudiencesDecember 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. …
Audience
All AudiencesNovember 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, …
Audience
All AudiencesNovember 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.
Audience
All AudiencesLoading...