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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 AudiencesJanuary 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 AudiencesJanuary 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 AudiencesJanuary 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 AudiencesDecember 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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All AudiencesDecember 09, 2019 | Investment Themes
We are drawing to the close of a prolific decade for the financial markets. Hot off the heels of the largest global recession in 80 years, investors who stayed the course have been rewarded. Still, many remain scarred from the financial crisis. Add in the long list of today’s uncertainties, …
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All AudiencesNovember 25, 2019 | Investment Themes
Key Takeaways A popular manufacturing strength indicator has contracted for three straight months Some investors are concerned that slowing manufacturing activity could spread and lead to job loss in other sectors Manufacturing already accounts for a smaller portion of GDP than it once did, …
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All AudiencesNovember 20, 2019 | Investment Themes
As we reflect on our upcoming 50th anniversary, we are thinking hard about the ways we can work with you to build a brighter financial future. That is why our offerings today go beyond asset management to address your total financial picture. Please join Marc and Jeff as they …
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All AudiencesOctober 30, 2019 | Investment Themes
The information age is upon us. Rapid advances in cloud computing, artificial intelligence, and more are just beginning to transform our lives and our economies. Supporting all these technologies is an ever-increasing demand on our hardware and capabilities. Every iPhone upgrade, wireless tower, …
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All AudiencesOctober 18, 2019 | Investment Themes
It’s no secret that health care is pricier than ever. If you haven’t seen the headlines, you’ve likely felt the impact on your own wallet. With an aging population and the rising prevalence of chronic disease, this upward trajectory is expected to continue. According to Deloitte, the growth …
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