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Markets & Economy » 10 Years After the Global Financial Crisis: Where Are We Now?

October 24, 2018 | Market Commentary

This September marked the 10 year anniversary of some of the most devastating moments of the Global Financial Crisis. In the span of a few days, Lehman Brothers filed for bankruptcy, Merrill Lynch was rescued by Bank of America, and AIG, the world’s largest insurer at the time, was bailed out …

Ebrahim Busheri

Director of Investments

Library » Semi-Annual Outlook: Investing With Conviction

July 12, 2018 | Investment Themes

While the economy may be on firmer ground, navigating volatile financial markets will remain challenging. In our newest Semi-Annual Outlook, we provide our perspective on what to expect in the second half of 2018 and where we see opportunity. Get your copy today »

Library » April 2018 Perspective

April 04, 2018 | Market Commentary

Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …

Markets & Economy » Escalating Risks of Protectionism and Tariffs

March 22, 2018 | Market Commentary

In a recent post, we discussed some of the sector implications that could result from recently enacted steel and aluminum tariffs. Here, we explore the potential second-order effects that a protectionist trade policy can have—both on the US, and on the broader global economy. For the first …

Library » Webinar: Reassessing the Cycle

March 22, 2018 | Market Commentary

  The Disciplined Value Team puts recent market volatility in perspective, provides an update on the economy and equity markets, and offers their insight on what investors may encounter going forward. They also discuss company specific characteristics to look for at this point in …

Markets & Economy » Inflation Worries Are Picking Up

March 19, 2018 | Market Commentary

The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …


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