Jay Welles

Managing Director of the Technology Group

Markets & Economy » Talking Facebook and the Metaverse with Jay Welles, Lead Tech Analyst

November 04, 2021 | Market Commentary

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 …

Markets & Economy » Cruising Through the Economic Cycle

October 18, 2021 | Market Commentary

September has historically been the worst month for equities, and this year has proved no different. What was a calm start to the year has turned a bit choppy of late, with a whole host of risks now weighing on financial markets. While some issues such as the debt ceiling seem to be resolving …

Library » Webinar: Four Big Questions Facing Investors in 2019

January 23, 2019 | Market Commentary

2018 was far more volatile than recent years, and after the nearly decade-long run, we are starting to see warning signs in the economic, stock, and bond market cycles. Several key risks got worse as the year went on, and many remain unresolved.

Ebrahim Busheri

Director of Investments

Library » Semi-Annual Outlook: Sorting Through the Warning Signs

January 03, 2019 | Investment Themes

2018 was far more volatile than recent years, and we still see several key risks facing markets that are unresolved today. In our newest Semi-Annual Outlook, we lay out our concerns for financial markets and provide our perspective on what to expect in 2019.