

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, with a U.S. GDP decline of 31.7 percent in the second quarter and an expected bounce back of at least 20 percent in the third quarter, and perhaps even topping 30 percent, according to some forecasts. The lockdowns and reopening of the economy, coupled with massive government stimulus, have fueled these wide swings. The recent surge in economi


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 country opposed to the principles of democracy and free-market capitalism becoming the world’s economic superpower causes great anxiety. There may be good reasons to worry about a future in which China assumes economic leadership and leverages its interests at the expense of those of western liberal democracies, but there are also good reaso


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 they are in setting stock prices, we only need to go back to late 2018 when stocks plunged on the Fed’s turn toward quantitative tightening or its recent actions to steady the markets during the global pandemic meltdown. Click here to read the entire article. #ThoughtLeadership

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