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Markets & Economy » These Remarkable Times Continue
December 22, 2016 | Market Commentary
There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …
Library » Selectivity Drives Opportunity in 2016
December 14, 2015 | Active Management
A selective approach to making investment decisions is important in any environment, and it’s especially critical today. Weak GDP growth, as we have seen across the globe of late, tends to translate into weak revenue and earnings growth for companies. Investors must be selective in order …
Library » Finding Value in Corporate Actions
December 14, 2015 | Active Management
Often, an uptick in corporate action activity corresponds with an overheated equity market. Management teams, influenced by strong positive market sentiment, look for additional ways to push stock prices higher after fundamental multiple expansion has run its course.
Markets & Economy » Selectivity: The New Way Forward for Investors
November 19, 2015 | Investment Themes
Shifting tides in the global economic backdrop during 2015 led us to make broad changes to our equity sector allocations throughout the year. We believe these changes position investor portfolios to capture what we view as the best opportunities in global equity markets that we expect to play …
Library » The Importance of Selectivity in Today’s Environment
October 26, 2015 | Active Management
Active management is about choice. Every day our goal is to carefully select investments on behalf of our clients in the context of their investment objective. We believe an active approach to financial markets is appropriate in all types of market environments, but it is especially critical today. …
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