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Library » July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Library » Semi-Annual Outlook: Active Management Amid Complacency

June 26, 2017 | Active Management

Despite all-time highs in global economic policy uncertainty, volatility across equity and fixed income markets generally persisted near historically low levels during the first half of the year. As we enter the second half of 2017, we provide our view of what to expect in global …

Markets & Economy » The Fate of Cash and the Growth of the Digital Wallet

May 08, 2017 | Investment Themes

There’s been a lot of excitement around the digital wallet. Apple Pay, Samsung Pay, Google Wallet, Visa Checkout, Masterpass, Chase Pay, PayPal, Venmo, and SnapCash have all shared in the headlines, but while the move to mobile is real, how to invest in the transition away from cash might be …

Library » First Quarter 2017 International Perspective

April 13, 2017 | Market Commentary

Quarterly Market Review International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers. EMs generated an over 11% return—nearly double that of …

Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Investment Management

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent, noting increased inflationary pressures and economic activity that has continued to expand at a moderate pace. The …

Library » March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …

Markets & Economy » Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent for his key pro-growth policies (e.g., …


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