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November 01, 2018 | Market Commentary
Volatility Strikes in October US equity markets entered into correction territory this month as weakness in growth stocks, the tech sector, and certain cyclical stocks dragged down the equity market. Further, the Q3 earnings season began to highlight rising costs for companies. These rising …
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All AudiencesOctober 10, 2018 | Investment Themes
From robots and the algorithms that run them to 3-D digital printing, industrial automation is spreading to more businesses than ever before. Industrial automation is expanding from traditional markets such as automobile manufacturing and semiconductor production to new markets such as …
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All AudiencesSeptember 04, 2018 | Market Commentary
Fresh All-Time Highs US equity markets hit new highs in August as the current market cycle reached record breaking lengths. The market’s rise has been again led by technology stocks. The tech-heavy Nasdaq Composite gained 5.7% over the month, its strongest August performance in 18 years. The …
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All AudiencesAugust 23, 2018 | Investment Themes
Cloud computing is unlocking enormous growth potential for even the largest tech companies including internet giants Amazon, Microsoft, and Google. Their cloud platforms, known as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP) are transforming enterprise IT into a …
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All AudiencesAugust 03, 2018 | Market Commentary
Tech Takes a Beating A number of high-flying tech stocks that drove the market in recent years suffered a series setbacks at the end of the last month. Beginning with a sharp move lower in Netflix shares, the tech sector’s weakness accelerated on July 26 when Facebook suffered the largest one …
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All AudiencesJuly 18, 2018 | Investment Themes
Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …
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All AudiencesDirector of Investments
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 »
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All AudiencesJuly 02, 2018 | Market Commentary
Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …
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All AudiencesMay 16, 2018 | Investment Themes
Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …
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All AudiencesApril 24, 2018 | Market Commentary
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 …
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