Institutional Investors Market & Economic Insights

Market & Economic Insights

Fed Raises Rates, Set Sights on Balance Sheet

Fed Raises Rates, Sets Sights on Balance Sheet

As expected, the Federal Reserve (the Fed) resumed its interest rate-normalization strategy, lifting the federal funds rate target 25 basis points at its latest...
Fed Holds Rates Steady, Sets Stage for Future Moves

Fed Holds Rates Steady, Sets Stage for Future Moves

As expected, the Federal Reserve (Fed) left its interest rate target unchanged at its latest monetary policy meeting. This is consistent with the gradual...
Risk-Market Rallies Meet Policy Implementation Realities

Risk-Market Rallies Meet Policy Implementation Realities

Risk markets, including stocks and high-yield bonds, have rallied strongly on the pro-growth promises of Trumponomics—President Trump’s fiscal, regulatory, and trade policy proposals. But...
Thinking Outside the Brick and Mortar with Retail Investments

Thinking Outside the Brick and Mortar with Retail Investments

The holiday shopping season is usually the most wonderful time of the year for retailers. Over the past few years, however, it’s brought attention...
Achieving Growth Via Efficiency

Achieving Growth Via Efficiency

Q1 2017 CIO Insights: U.S. Growth Equity - Mid & Small Cap Podcast In an uncertain environment, we believe it’s important to identify efficient companies that...
Lacking Clarity? Go With What You Know

Lacking Clarity? Go with What You Know

Q1 2017 CIO Insights: Disciplined Equity Podcast An ocean of ink will be spilled trying to divine the Trump policy agenda for trade, international relations more broadly,...
Actively Managing Risks of Rising Rates

Actively Managing the Risks of Rising Rates

Q1 2017 CIO Insights: U.S. Value Equity Podcast The Federal Reserve held interest rates at abnormally low levels for several years, which restrained bond yields and...
Emerging Markets: Looking Beyond the Challenges of 2016

Emerging Markets: Looking Beyond the Challenges of 2016

I was on the phone with my mother discussing the holidays and the conversation turned into a discussion of 2016. Three minutes into our conversation,...
Refocus on Fundamentals and Risk

Refocus on Fundamentals and Risk

Q1 2017 CIO Insights: Asset Allocation Podcast In our opinion, changing economic, market and political conditions introduce more uncertainty into markets than in recent years. Essentially ever...
Trump Policies and Current Market Trends

Trump Policies and Current Market Trends

Q1 2017 CIO Insights:  U.S. Large Cap Growth Equity Podcast In this edition of CIO Insights, we identify several considerations that may be important for investors...

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