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Library » Treasuries Are Not Attractive to Foreigners
November 10, 2018 | Investment Themes
Apathetic analysis of foreign bond markets would have investors believe that US Treasury yields are attractive globally due to the wide differential between nominal US Treasury yields and global developed market yields. While it is true that nominal US Treasury yields are near their highest …
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Financial AdvisorsLibrary » Third Quarter 2018 International Perspective
October 26, 2018 | Market Commentary
Quarterly Market Review Last quarter, international equities delivered modest returns as strength in international developed markets was partially offset by weakness in emerging markets. Stylistically, broad international value stocks outperformed growth stocks, reducing their performance gap …
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All AudiencesLibrary » October 2018 Perspective
October 01, 2018 | Market Commentary
Rising Risks Demand Change US stocks remained near all-time highs during September as the market shrugged off rising global risks that continued to escalate. Worsening threats to financial markets include a full-blown trade war developing, China slowing more than expected, and political …
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All AudiencesMarkets & Economy » Too High Too Fast
September 25, 2018 | Investment Themes
Shares of newly IPO’d cannabis company Tilray went on a wild ride last week as the stock whipsawed between unbelievable gains and extraordinary losses. Having just IPO’d at $17 a share on July 19, the stock has been soaring since. The euphoria peaked when trading was halted on four separate …
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All AudiencesLibrary » Second Quarter 2018 International Perspective
August 02, 2018 | Market Commentary
Quarterly Market Review Global equities experienced mixed results for the second quarter as domestic equity markets generated strong returns and most international equity markets declined. Strong global corporate profits with solid regional and sectoral breadth aided performance. For foreign …
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All AudiencesMarkets & Economy » Can Electric Vehicles Spark Investment Opportunities?
July 18, 2018 | Investment Themes
Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …
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All AudiencesDirector 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 »
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All AudiencesMarkets & Economy » China Hit with $50 Billion in Tariffs
June 15, 2018 | Market Commentary
In March, President Trump announced worldwide steel and aluminum tariffs, while simultaneously granting temporary exemptions to Canada, Mexico, and the EU as negotiations were being pursued to address the administration’s concerns about the steel and aluminum industries. The deadline for those …
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All AudiencesMarkets & Economy » The Road Ahead for Electric Vehicles
May 16, 2018 | Investment Themes
Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …
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All AudiencesMarkets & Economy » Five Things to Know About US-China Trade
April 30, 2018 | Market Commentary
Simmering trade tensions have captured investors’ attention in recent weeks as President Trump takes aim at what he sees as a highly problematic trade deficit between the US and China. The White House has ratcheted up pressure on the bilateral trade relationship by announcing significant …
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