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Markets & Economy » Aggregates: Beating the Construction Cycle
July 31, 2020 | Investment Themes
The construction industry hasn’t been immune to the widespread damage caused by the Coronavirus pandemic. Projects have been on hold for months, planned jobs cancelled, and a lot of uncertainty remains when it comes to the future. Fewer projects mean less need for the raw materials involved in …
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Financial Planning » Mid-Year Outlook: Staying on Track in a Runaway Market
July 15, 2020 | Investment Themes
The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.
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IndividualsMarkets & Economy » Natural Gas: Weathering the Storm
July 01, 2020 | Investment Themes
As the economy moved into more difficult conditions in the first half of 2020, we’ve seen a significant shift in natural gas pricing. A persistent oversupply has begun to cause pain for gas producers, leading to cuts in capital expenditure, and a need to lower production. While lower prices …
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All AudiencesMarkets & Economy » Retail Dominoes Start to Fall
June 05, 2020 | Investment Themes
It may feel like we’ve been picking on retail for the past few years, but it hasn’t been without reason. The consumer retail sector has historically been a hotbed of creative destruction, and this time is no different. Even in normal times, buyer ‘wants and needs’ are ever changing. Products …
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All AudiencesMarkets & Economy » How Coronavirus is Changing the Way We Pay
May 21, 2020 | Investment Themes
The current pandemic and quarantine have changed the way consumers shop and make purchases. Across the country, people are stuck at home and still need to get things. They’re realizing, whether they knew it before or not, that they don’t only have to buy things in big box stores. In many …
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All AudiencesMarkets & Economy » Perspective On Tesla's Wild Stock Move
February 13, 2020 | Investment Themes
Update: On Thursday morning, February 13, Tesla did in fact announce that in order to “further strengthen its balance sheet,” they will be offering up to $2 billion in new shares. Perspective on Tesla's Wild Stock Move It has been a wild ride for Tesla investors over the past six months. The …
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All AudiencesMarkets & Economy » 3 Health Care Controversies and a Word on the Coronavirus
January 30, 2020 | Investment Themes
Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …
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All AudiencesMarkets & Economy » Lessons From a Growing Apparel Stock
January 16, 2020 | Investment Themes
Apparel is a competitive industry. Trends are constantly changing, and there are frequently new entrants. Rarely does a company make a long-lasting impact, but Lululemon has been an exception to a difficult rule. We’re taking a look at what has allowed this company to grow from a specialty yoga …
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All AudiencesLibrary » Top 5 FAQs from Our 2020 Outlook Webinar
January 14, 2020 | Investment Themes
This year certainly won’t be boring. With trade disputes, upcoming elections, and geopolitical turmoil, investors are heading into the new decade on their toes. Our 2020 Outlook: Cutting Through the Noise tackles these key issues and more, as well as what investors should expect over the next …
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All AudiencesMarkets & Economy » Video Games are More Than Child's Play
December 23, 2019 | Investment Themes
Key Takeaways Video games have moved away from a console-based structure towards free-to-play and mobile models The shift to a digital model has a long runway in the US economy Virtual reality and game streaming provide exciting future potential Business is booming for video games. …
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