
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

Thought Leadership: Five Indicators of Economic Recovery
Here are the five critical economic measures that, I believe, will provide the best insight into the state of economic recovery and its sust

AP Market News Flash | Sept. 16, 2020
The U.S. Federal Open Market Committee (FOMC) left the target range for the federal funds rate at 0-0.25 percent, in line with the...

Thought Leadership: What is the GDP Impact of Free Technology?
From search engines to GPS, the mark of this latest iteration of technological evolution is that so much innovation is made available to...

Second Quarter 2020 Market Commentary
THE SECOND QUARTER was another one for the record books. While actual GDP numbers won’t be released until later this month, the results...

AP Market News Flash | June 10, 2020
The U.S. Federal Open Market Committee (FOMC) left the target range for the federal funds rate at 0-0.25 percent, in line with the...