Library

Markets & Economy » Retail Fights Back

January 19, 2018 | Market Commentary

Amazon gets all the headlines and for good reason; the online retailer is a juggernaut and has so far disrupted nearly every corner of retail. Its subscription service, Amazon Prime, is growing by millions of people each year, and after its recent acquisition of Whole Foods, Amazon has …

Markets & Economy » A Bitcoin Education

January 03, 2018 | Market Commentary

Bitcoin is on a meteoric rise. The cryptocurrency rose more than 13x in 2017 and has risen exponentially since first breaking onto the scene early this decade. While bitcoin’s price has soared at an astounding, orders-of-magnitude scale, the road has not always been smooth. From the day of the …

Markets & Economy » Retail Closures on Record Pace

October 12, 2017 | Market Commentary

The state of U.S. retailing continues to dominate headlines in 2017 as retailers grapple with the ramifications of a rapidly changing industry. It has become commonplace to hear of retailer plans to shutter or aggressively scale-back on brick-and-mortar locations.

Library » Remaining Active Through Uncertainty

June 17, 2016 | Active Management

The start of the year was met with a resurgence of volatility and financial markets demonstrated a meaningful flight to quality. Slow economic growth continues to be a reality, so investors can’t run to safety and expect meaningful returns. We believe it will be important to balance safety …

Markets & Economy » Digital Trends Driving Opportunity

June 02, 2016 | Investment Themes

The internet has evolved into the primary source of information for all of society and is quickly becoming the foundation for voice, video, and data communications. Not only does the internet provide an alternative means to distribute and repurpose content, but the massive adoption of the …

Markets & Economy » Water Scarcity: The Global Need to Move it and Improve it

March 09, 2015 | Investment Themes

Water is arguably the most important natural resource on earth. Covering greater than 70% of the planet’s surface, its apparent abundance is deceiving. Fresh water is critical to humanity and represents only a fraction of the total water supply. An even smaller proportion of that is accessible …

Markets & Economy » High Frequency Trading: Under the Spotlight

April 15, 2014 | Market Commentary

High frequency trading (HFT) has once again found itself in the spotlight. With the release of a new book highlighting the dangers and inequities of the practice, a recent 60 Minutes lead story, countless articles in well-circulated publications, and a federal investigation into the very legality …

Markets & Economy » Key Questions for Capex Spending

February 19, 2014 | Market Commentary

The subject of what’s holding back private sector capex spending has been broadly discussed in the media and in the financial community, especially as U.S. consumption indicators and broad GDP numbers have posted strong year-end gains in 2013. Yet, with the most recent earnings season showing …


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