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Markets & Economy » Unearthing Opportunities in Biotech

February 22, 2017 | Investment Themes

A number of defining characteristics of markets and economies signal a more challenging environment for investors. Economic growth in the U.S. and abroad remains sluggish, valuations are generally on the expensive side of neutral, forward return expectations are relatively muted, and the number …

Markets & Economy » 2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the realities of today’s environment. Active …

Markets & Economy » Monthly Outlook - February

February 08, 2017 | Market Commentary

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.   Read our February Perspective for a more thorough summary of the current market environment.

Library » Fourth Quarter 2016 International Perspective

January 24, 2017 | International Markets

Quarterly Market Review Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased …

Markets & Economy » These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …

Vantage » Research Note - September 2016

August 29, 2016 | Market Commentary

Once again equity markets have demonstrated their ability to bounce back from a flare up in volatility. The market shock from the unexpected victory for the “Leave” camp in the United Kingdom’s referendum on membership in the European Union has faded, and the VIX is once again near multi-year …

Library » July 2016 Perspective

July 06, 2016 | Market Commentary

The nonfarm payroll report released at the beginning of June showed that the economy created only a paltry 38,000 jobs in May, well below the 178,000 average for the first four months of the year. The unemployment rate fell to 4.7% from 5.0%, but only due to a significant drop in the size of the …

Markets & Economy » Britons Vote in Favor of Brexit

June 24, 2016 | International Markets

Yesterday, citizens of the United Kingdom (UK) collectively voted in favor of leaving the European Union (EU). Now begins the process of negotiating a withdrawal accord and the terms of the UK’s relationship with the political-economic bloc, including 80,000 pages of EU trade agreements. …

Library » Investing Cash Balance Plan Assets

June 23, 2016 | Retirement Plans

Introduction Many Cash Balance plan sponsors, especially small to mid-sized professional firms, appreciate relatively predictable and level annual plan contributions. These firms tend to use the plan as a tax management tool, because the plan contributions are tax deductible and will offset …


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