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Library » Webinar: War, Oil, Inflation: Will History Repeat Itself?
April 08, 2022 | Practice Management
2022 is off to a remarkable start – Our First Quarter Market Update for financial professionals touches on today’s key topics with unique views from Jeffrey Ingraham, Managing Director of Portfolio Strategies. Bundled into the discussion will be an update to our 2022 Outlook, …
Markets & Economy » Growth Investing FAQ with Our Tech Research Group
March 30, 2022 | Practice Management
Key Takeaways: Fundamentals always win out in the end, regardless of what style is trending Volatility opens up opportunity in names that were previously out of reach Our strategy summarized: clear buy/sell disciplines, a flexible asset allocation process, and a long-term perspective The …
Library » Webinar for Financial Professionals: Growth Investing, Tech, and Rethinking the Recent Selloff
March 09, 2022 | Practice Management
In this webinar for Financial Professionals, experts from our Technology group unpack what happened to growth equities at start the year, whether we think we’ve hit the bottom, and how we’re investing going forward.
Library » Russia Reignites the Rivalry
January 25, 2022 | Practice Management
The following outlines the rising tensions between Russia and Ukraine, with insight into all the factors contributing to the hostile environment, including energy supplies, political influences, and how different scenarios could impact investment decisions. What is happening? A confluence of …
Library » Webinar: 2022 Outlook and Quarterly Market Update
January 13, 2022 | Practice Management
In this webinar, Ebrahim Busheri, Director of Investments, and Jeffrey Ingraham, Managing Director of Portfolio Strategies, walk through our 2022 outlook, sharing their perspectives and insights on global financial markets for the year ahead. Annual Outlook 2022: …
Markets & Economy » Inflation and the Great Resignation
January 04, 2022 | Investing
Nearly four months since the stimulus funds ended, the US economy is relatively in the same place it’s been all year. The economy is running hotter than it has in a long time, prices are clearly rising, and quality labor is still hard to find. Surging economic growth without inflation is the …
Markets & Economy » For Sale: Real Estate
December 20, 2021 | Investing
The real estate market has done well this year as supply shortfalls and a demand surge sparked sharply higher prices. As with most industries, the pandemic-induced supply chain disruptions have caused a variety of issues in the construction industry, in ways that may leave a long-lasting …
Markets & Economy » An Intervention for Energy and Oil
December 07, 2021 | Investing
News last month that President Biden directed the Energy Administration to unleash 50 million barrels of oil from the US Strategic Petroleum Reserve (SPR) sparked renewed hand-wringing over US energy independence, as well as concerns over inflation broadly. According to the White House, the US …
Markets & Economy » Talking Facebook and the Metaverse with Jay Welles, Lead Tech Analyst
November 04, 2021 | Investing
Facebook can’t seem to stay out of the news, and its latest foray is one of its wildest bets yet. Late last week, Mark Zuckerberg, chief executive of Meta, the company formerly known as Facebook, announced a firmwide rebrand as the digital media giant seeks to refocus on the next frontier of …
Library » Webinar: Third Quarter Market Update for Financial Professionals
October 11, 2021 | Practice Management
In this webinar, we talk with Jay Welles and Jake Boak of the Research team discussing the Tech sector, the turbulent end of the quarter, and what it all means for the quarter ahead.