Third-Quarter 2020 Market Commentary
THE ECONOMIC SWINGS that have taken place in the U.S. and globally during the past six months have been nothing short of mind blowing,...
Thought Leadership: Is China's Economy the Future?
There is a wide consensus that China’s economy will overtake the U.S. economy in the next 10-15 years. For many Americans, the idea of a...
Thought Leadership: Monetary Policy and the Stock Market
It’s no secret that central banks play an influential role in the direction of the stock market. To illustrate just how much of a factor...
Thought Leadership: Thematic Investing - Turning Insights into Alpha
In this white paper, Thematic Investing: Turning Insights into Alpha, we define thematic investing, discuss the different approaches to inve
Thought Leadership: Country Sustainability Rankings - International Investing and the Sustainability
While the case for ESG screens enhancing returns is a mixed one, there is stronger evidence that the application of ESG criteria does reduce
Thought Leadership: Revisiting the Sequence of Returns Risk
Any advisor knows the sequence of returns risk may be the greatest risk facing retirees. The danger of down markets occurring near to or ear
