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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 »
Library » Webinar: Risk Management Still Matters
June 21, 2018 | Market Commentary
After nine years of rising equity prices in the U.S., investor complacency regarding market return expectations is concerning. The Quantitative Strategies Group discuss how a proactive approach to asset allocation and risk management can balance the risks and opportunities …
Audience
Financial AdvisorLibrary » First Quarter 2018 International Perspective
April 24, 2018 | International Markets
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 …
Library » Managing Volatility to Help Meet Investment Goals
April 13, 2018 | Investment Themes
Global stocks have experienced extraordinary returns over the past 18 months. Business and investor optimism has been high, corporate profits have been growing, and financial conditions have supported markets. Major economies across the globe have exhibited positive growth momentum while …
Library » Webinar: How Much Is Active Management Worth?
March 29, 2018 | Retirement Plans
Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …
Director of Investments
Library » Now is the Time for Active Management
February 27, 2018 | Active Management
Valuations are extended, complacency is elevated, and we are entering the tenth year of a bull run. One wonders what Messrs. Graham and Dodd would think of the current market environment considering these realities. Their statement is even more relevant today, as risk management has taken a back …
Markets & Economy » Volatility Awakens
February 06, 2018 | Market Commentary
The Dow Jones Industrial Average (DJIA) gave up more than 1,100 points yesterday in its largest one-day point decline on record. The S&P 500 dropped 4.1% for the day, and the CBOE Volatility (VIX) Index more than doubled. The downward move in equities began early last week, and the selloff …
Library » Semi-Annual Outlook: Looking Beyond the Bull Run
January 04, 2018 | Active Management
We head into 2018 enjoying economic expansion, but it is important to maintain a focus on fundamentals and long-term results. Our new Semi-Annual Outlook provides our perspective on the year to come. Get your copy today
Library » Webinar: 2017: Impressive returns on low volatility. More of the same in 2018?
December 21, 2017 | Market Commentary
After a year of high returns and low volatility, what will 2018 bring? Our speakers discuss the close of 2017 and focus on what to monitor in 2018.
Audience
Financial AdvisorLibrary » Webinar: Finding Opportunities in Today's Environment
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
Individual