Investment Professionals Insights & Publications

Insights & Publications

Urbanization is Changing the Face of Emerging Markets

Urbanization is Changing the Face of Emerging Markets

Throughout history, population shifts from rural to urban areas have driven increased productivity, consumption, and higher standards of living. Population concentrations into centralized urban centers have helped...
Small Caps: Finding Opportunities in Divergence

Small Caps: Finding Opportunities in Divergence

The relative performance of small-cap growth and value stocks has been cyclical over time, but small-cap growth companies have more recently grabbed the headlines—and...
Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

Reports of the Death of Emerging Markets Have Been Greatly Exaggerated

The election of Donald Trump as the 45th president of the United States last November initially worried emerging markets (EM) investors. The candidate’s campaign...
Alternatives: Separating Fact from Fiction

Alternatives: Separating Fact From Fiction

Alternative investments have gained prominence over the past few years, especially as alternative mutual funds—also called liquid alternatives—made them accessible to a broader group...
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...
Social Media Creates Significant Wins for Advisors

Social Media Creates Significant Wins for Advisors

In an increasingly busy world, why should financial advisors care about social media? With a finite number of hours each day, is it worth...
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...
Evolving the Active vs. Passive Debate

Evolving the Active vs. Passive Debate

The active versus passive debate is again in the spotlight as investors shift assets from active strategies to passive exchange-traded funds (ETFs) and products...
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...

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