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April 13, 2021 | Investment Themes
Never before have so many biopharmaceutical companies been household names. Pfizer, Moderna, J&J, AstraZeneca; the vaccine rollout has become something of a fun guessing game: which did you get? Just over one year after COVID-19 disrupted our lives, we are now getting to the point where multiple …
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All AudiencesMarch 04, 2021 | Investment Themes
The best investments can often be the ones no one is talking about. The technology is too new or overlooked. The company is turning around but investors don’t believe it yet. Or, sometimes, the business is just so boring that no one bothers to even take a look. Part of our job as an active …
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All AudiencesFebruary 23, 2021 | Investment Themes
We regularly hear concern from clients about everything that is going on today. How am I going to save for retirement in such a turbulent, difficult time? In many ways, saving and investing has never felt so strange. Today, interest rates on traditionally safe bonds are near zero, if not below; …
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All AudiencesFebruary 18, 2021 | Investment Themes
For thousands of years, people have used gold to trade goods and services, store wealth, and protect against the pernicious effects of inflation. While gold may not be as essential to the plumbing of our financial system as it was decades ago, it remains a popular investment. The United States …
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All AudiencesJanuary 11, 2021 | Investment Themes
Opportunity at the Vet’s Office Coronavirus and the ensuing lockdowns have us all thinking about our homes more. This has meant relocating, redecorating, or trying to create the ideal environment for working and schooling from home, and for thousands of Americans, this has also meant adding a …
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All AudiencesDecember 28, 2020 | Investment Themes
The end of year holiday season is a time for celebration and reflection. For investors, they will no doubt be thinking about all the financial market volatility during the first three months, and what they did about it. The pandemic created so much unknown and uncertainty that few would have …
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All AudiencesDecember 15, 2020 | Investment Themes
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
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IndividualsDecember 14, 2020 | Investment Themes
Successfully investing in today’s pandemic has been defined by winners and losers, and this holiday season is no exception. Everyone can pick out the hot pandemic-driven trend of the day, or point out the suffering traditional retailer, but somewhere in the middle are a variety of overlooked …
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All AudiencesNovember 23, 2020 | Investment Themes
5G has been around for several years as a bleeding edge technology that had not yet reached wide acceptance or use. That has now changed. Last month, Apple unveiled 5G enabled iPhones for the first time, while at the same time, the major US cellphone carriers launched a promotional blitz …
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All AudiencesSeptember 23, 2020 | Investment Themes
There are endless questions on COVID-19, vaccines, treatments, and more. Watch our CEO, Marc Mayer, and our Life Sciences team dissect the medical aspects of the virus, and where we believe we are likely to go.
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