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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 » Hillary, Donald, and Investing

September 26, 2016 | Market Commentary

The U.S. presidential election is now full steam ahead, with the first debate between the Democratic and Republican candidates happening tonight. The campaign still plays itself out across traditional media such as print and television, but increasingly the narrative of the election is being …

Markets & Economy » Health Care in Emerging Markets: A Compelling Investment Opportunity

March 11, 2016 | Emerging Markets

Many emerging market countries today are struggling to find a new growth model. Those that are reliant on commodity exports have been hit especially hard in the wake of China’s economic transition and a broader slowdown in the developed world that has weighed on commodity prices. Policy …

Library » Regulatory FAQs: The ACA and January 31 Open Enrollment Deadline

January 28, 2016 | Retirement Plans

As a financial advisor, what do I need to know about the Affordable Care Act (ACA) tax penalty on individuals without health insurance? For many, the cost of health care is a very real, recurring expense that requires planning and management. As employers move to defined contribution health care …


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