News & Insights

News & Insights

Positioning Your Investments for Rising Rates

Positioning Your Investments for Rising Rates

What to Know The Federal Reserve (Fed) has raised short-term interest rates three times since this rate hike cycle began in December 2015. With the...
Are U.S. Stock Values Sustainable?

Are U.S. Stock Values Sustainable?

Stocks in certain sectors have rallied hard on the presumption that they’ll be beneficiaries of lower taxes and less regulation under the new administration....
Finding Direction in an Uncertain Political Environment

Finding Direction in an Uncertain Policy Climate

Discussing investment themes is impossible without getting into U.S. politics: President Donald Trump’s election victory, the Republican majority in Congress, and what these developments...
Finding Income in Q2: Normalizing Rates and Political Risk

Fixed Income Investing in Q2: Normalizing Rates and Political Risk

The United Kingdom — and specifically its economy — has been subject to quite a bit of speculation since the Brexit vote last summer....
French Election Outcome 2017

Macron Victorious in French Presidential Election

As expected, Emmanuel Macron prevailed in the second and final round of the French presidential election on Sunday. His victory over Marine Le Pen...
Opportunities in Value Investing

Opportunities in Value Investing

Regular blog readers might remember that my outlook from last quarter highlighted two industries: energy and healthcare. And guess what? They’re still on my...
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...
A Pause in Populism

A Pause in Populism

Last year was marked by a notable surge in populist movements. As evidenced by the unexpected vote in support of “Brexit” and the surprising...
Second Quarter 2017 CIO Insights Podcasts - Rallies and Realities

Second Quarter 2017 CIO Insights Podcasts – Rallies and Realities

With the new administration entering its fourth month, the investment community has been carefully watching President Trump’s key proposals—whether they will be implemented and...
Hope vs. Uncertainty: Investing Through Political and Policy Ambiguity

Hope vs. Uncertainty: Investing Through Political and Policy Ambiguity

Earlier this week, the head of our team referred to Q1 as a “mixed bag.” With both equities and fixed income up, I call...

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