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Markets & Economy » It’s Copper’s Time to Shine
June 21, 2017 | Investment Themes
The copper industry has been in a state of duress for the last several years following the end of the China-driven commodity supercycle. This industry pressure led to pricing declines and supply constraints, but with demand predicted to remain stable, we believe the industry is ripe for a multi- …
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All AudiencesMarkets & Economy » Three Reasons to Invest in International Small Cap Equities
June 08, 2017 | Investment Management
Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked by investors.
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All AudiencesMarkets & Economy » The Fate of Cash and the Growth of the Digital Wallet
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 …
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All AudiencesLibrary » First Quarter 2017 International Perspective
April 13, 2017 | Market Commentary
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 …
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All AudiencesLibrary » March 2017 Perspective
March 07, 2017 | Market Commentary
Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …
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All AudiencesMarkets & 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 …
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All AudiencesMarkets & Economy » 2017 Could be the Year of the Active Manager
February 10, 2017 | Active Management
It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the realities of today’s environment. Active …
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All AudiencesLibrary » February 2017 Perspective
February 03, 2017 | Market Commentary
U.S. economic growth markedly slowed during the fourth quarter of 2016 according to the advance estimate released in January. Specifically, real GDP growth came in at a 1.9% annual rate, down from the third quarter’s final reading of 3.5%.
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Library » Semi-Annual Outlook: Investing in Remarkable Times
January 26, 2017 | Investment Themes
2016 has been punctuated by bouts of market volatility. Will the rollercoaster ride continue into the new year? We believe selectivity and flexibility, whether it is looking at a company or a country, will allow investors to find opportunity in this low-growth, volatile market environment. …
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All AudiencesMarkets & 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 …
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