Search
Filter by type
December 01, 2017 | Investment Themes
Michael Knolla, Managing Director of the Capital Goods & Materials Group, discusses the way we are applying our stock selection strategies to some of the most exciting sectors today. From retail to biotechnology, learn how our analysts capitalize on disruption. Our team of …
Audience
IndividualOctober 25, 2017 | International Markets
Quarterly Market Review Global equity markets continued to climb higher during the third quarter, supported by wide-spread earnings growth and the persistence of a synchronized expansion across major world regions. Over both the quarter and year-to-date period, a weakening USD boosted …
Portfolio Strategist
August 14, 2017 | Investment Themes
Real Estate is a unique asset class that provides a balanced mix of total return and diversification benefits to a broader portfolio.
July 20, 2017 | International Markets
Quarterly Market Review Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April …
June 06, 2017 | Market Commentary
Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.
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 …
April 25, 2017 | Investment Themes
Beth Mallette, Portfolio Manager and Mike Magiera, Managing Director discuss our Real Estate Series.
April 13, 2017 | International Markets
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 …
April 11, 2017 | Active Management
Today’s environment has become increasingly challenging for investors that are reliant on income generation. Economic growth in the U.S. and abroad remains sluggish, valuations for both fixed income and equity securities have become less compelling, forward return expectations are relatively …
April 03, 2017 | Investment Themes
Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset …
Loading...