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Library » 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.

Library » September 2017 Perspective

September 07, 2017 | Market Commentary

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility …

Vantage » Research Note: Watching for Late Cycle Warning Signs

August 15, 2017 | Market Commentary

Our top down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent. This has been the correct interpretation to date, but the …

Library » August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

Library » July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Library » Semi-Annual Outlook: Active Management Amid Complacency

June 26, 2017 | Active Management

Despite all-time highs in global economic policy uncertainty, volatility across equity and fixed income markets generally persisted near historically low levels during the first half of the year. As we enter the second half of 2017, we provide our view of what to expect in global …

Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility. At these market levels, we believe it is critical that investors avoid chasing returns …

Library » April 2017 Perspective

April 05, 2017 | Market Commentary

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

Library » 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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