News & Insights

News & Insights

Value Investing in 2018: Poised for a Comeback?video

Value Investing in 2018: Primed for a Comeback?

2017 brought with it a lot of uncertainty and speculation around what Congress would do, what lawmakers would or wouldn’t pass and what it...
Will Growth Stocks Continue to Surge in 2018video

Will Growth Stocks Continue to Surge in 2018?

Within the context of the past several years, uncertainty at a macro level is, in my opinion, nowhere near the level of what we...
Fed Resumes Rate Normalization as Powell Prepares to Take Helm

Fed Raises Rates, Boosts Growth Outlook as Powell Prepares to Take...

In a widely anticipated move, the Federal Reserve (Fed) raised short-term interest rates 25 basis points at the December 12-13 meeting of the Federal...

Giving Tuesday: A Reminder of Our Impact

You survived Black Friday and Cyber Monday, where the focus was on purchasing gifts for those closest to you, or maybe even yourself. Now...
Evidence Over Emotion

Evidence Over Emotion: Q4 2017 Podcasts

It’s an interesting time to be an active investor. Global markets are benefiting from improving economic conditions and corporate profit growth. And despite a...
Evidence of Gender Bias: An Analysis of Conference Call Dialogue

Evidence of Gender Bias: An Analysis of Conference Call Dialogue

Male executives talk more than their female counterparts. It may seem a bit unexpected for an investment firm to point this out, but that’s...
The Search for Bargains in Value Investingvideo

The Search for Bargains In Value Investing

I’ve been watching financial markets — in one way or another — for a long time. It’s hard to believe, but I’m now almost...
Bond Resiliencyvideo

Bond Market Resiliency Through Geo-Political Threats

If I had to choose one word to describe the market during 2017, I’d say “resilient.” That’s notable because there were two major disruptions...
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Is the U.S. Bull Market Running Out of Steam?

There’s a lot of excitement around the stock market lately. Not only did the Dow Jones Industrial Average hit 23,000 for the first time...
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Alternative Investments: A Shift From Stocks to Hedging Strategies

Alternative investments can be an important strategic addition to traditional portfolios. They’re designed for weathering a volatile market, generating attractive returns and providing all-important...

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