Search
Filter by type
September 11, 2017 | Market Commentary
Our Monthly Outlook Update provides our perspective on North Korea, the Whole Foods/Amazon deal, fixed income, and more.
Portfolio Strategist
August 14, 2017 | Investment Themes
Real Estate is a unique asset class that provides a balanced mix of total return and diversification benefits to a broader portfolio.
August 08, 2017 | Market Commentary
We talk policy implementation, recession odds, and opportunity in Europe in our Monthly Outlook Update video for August.
July 06, 2017 | Market Commentary
Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July. Read our July Perspective for a more thorough summary of the current market environment.
June 21, 2017 | Investment Themes
The copper industry has been in a state of duress for the last several years following the end of the China-driven commodity supercycle. This industry pressure led to pricing declines and supply constraints, but with demand predicted to remain stable, we believe the industry is ripe for a multi- …
June 09, 2017 | Market Commentary
In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union. The results of the General Election are in, and the UK Conservative Party—led by PM May—has lost …
June 08, 2017 | Investment Themes
Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked by investors.
June 06, 2017 | Market Commentary
Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June. Read our June Perspective for a more thorough summary of the current market environment.
June 01, 2017 | Market Commentary
President Donald Trump won the presidency with a platform focused in part on bringing manufacturing jobs back to the United States, promising to usher in a new “Industrial Revolution.” In 2016, manufacturing accounted for approximately 12% of U.S. GDP, or about $2 trillion. Despite its …
May 24, 2017 | Market Commentary
The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility. At these market levels, we believe it is critical that investors avoid chasing returns …
Loading...