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Markets & 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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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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All AudiencesLibrary » First Quarter 2018 International Perspective
April 24, 2018 | Market Commentary
Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …
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All AudiencesLibrary » 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 …
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All AudiencesMarkets & 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 …
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All AudiencesLibrary » 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 …
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Financial AdvisorsMarkets & Economy » President Trump Approves Steel and Aluminum Tariffs
March 09, 2018 | Market Commentary
Last week, President Trump announced new tariffs on steel and aluminum imports that have the potential to roil markets and impact trade relations with key allies and trading partners. The controversial tariffs, 25% on steel and 10% on aluminum, were formally approved on March 8 with few notable …
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