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Markets & Economy » An Update on the Coronavirus and Markets

February 24, 2020 | Market Commentary

The Coronavirus outbreak spread beyond the Middle East and Asia this weekend, rekindling fears of a global pandemic and roiling international financial markets. Reports of new cases surged in South Korea, Iran, and northern Italy as the global total of reported cases approaches 100,000. …

Markets & Economy » 3 Health Care Controversies and a Word on the Coronavirus

January 30, 2020 | Investment Themes

Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …

Markets & Economy » Exponential Growth, Exponential Opportunity

October 30, 2019 | Investment Themes

The information age is upon us. Rapid advances in cloud computing, artificial intelligence, and more are just beginning to transform our lives and our economies. Supporting all these technologies is an ever-increasing demand on our hardware and capabilities. Every iPhone upgrade, wireless tower, …

Markets & Economy » 3 Health Care Stocks We Like Today

October 18, 2019 | Investment Themes

It’s no secret that health care is pricier than ever. If you haven’t seen the headlines, you’ve likely felt the impact on your own wallet.  With an aging population and the rising prevalence of chronic disease, this upward trajectory is expected to continue. According to Deloitte, the growth …


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