News & Insights

News & Insights

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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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What is Fueling Global Equity Returns?

In the world of investments, little is certain. However, one thing I can say with complete certainty is that my job is never boring....
Risk and Retirement Investing

Risk and Retirement Investing

Podcast Risk in investing is often simply thought of as volatility of returns. But in a retirement context, the concept must be so broad as...
An Attractive Emerging Markets Picture

An Attractive Emerging Markets Picture

Last week, the Wall Street Journal proclaimed that “emerging markets are having a banner year.” And I can’t disagree, but we didn’t start 2017...
Bond Market Backdrop Bolsters the Search for Value

Bond Market Backdrop Bolsters the Search for Value

Podcast Long-term bond investors have enjoyed an extended period of positive performance. And there are few reasons to expect any big changes in bond market...
Tulip Fever: Insights and Implications

Tulip Fever: Insights and Implications

Podcast Dutch tulips, Internet stocks, condo flipping—examples all of famous bubbles. Even Hollywood is getting in on the action, with a period drama “Tulip Fever”...
Look Beneath the Surface to Understand Growth Versus Value Performance

Look Beneath the Surface to Understand Growth Versus Value Performance

Podcast Value stocks have dramatically underperformed growth stocks over the last 10 years. Over this stretch, which includes its peak prior to the financial crisis...
Secular Over Cyclical Growth

Secular Over Cyclical Growth

Podcast Growth-oriented stocks have performed very well of late, leading to questions from clients about the sustainability of the growth rally and a flurry of...
Has the Bull Market Gotten a Little Long in the FANGs?

Has the Bull Market Gotten a Bit Long in the “FANGs”?

Podcast The current equity bull market in the U.S. has been running, almost unchecked, since the end of the financial crisis in early 2009. While...

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