News & Insights

News & Insights

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...
Finding Income Opportunities in Bonds

Finding Income Opportunities in Bonds

In late 2016, the Federal Reserve raised rates. That’s interesting for a couple reasons. One, which received most of the headlines, is that this...
An Improving Corporate Profits Backdrop

An Improving Corporate Profits Backdrop

If I had to describe first quarter performance with one word, it would be strong. Equity returns have been solid from the United States...
Relative Valuations: Better Stock Deals in Europe and Asia?

Relative Valuations: Better Stock Deals in Europe and Asia?

The first quarter of this year reminded me a lot of the movie “Forrest Gump.” Specifically, the part where Forrest compares life to a...
Thinking Globally in Bond Investing

Thinking Globally in Bond Investing

Being in the world of investments, it probably comes as no surprise that numbers are always top of mind. To some, they are just...
U.S. Policy Questions and Emerging Markets

U.S. Policy Questions and Emerging Markets

Any time I’m asked to share an outlook for emerging markets, I have to preface my response by reiterating how important it is to...

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