News & Insights

News & Insights

Fed's First Rate Hike of 2017 May Not Be the Last

Fed’s First Rate Hike of 2017 May Not Be the Last

As the U.S. bond market has generally expected and priced in for the past two weeks, the Federal Reserve (Fed) has incrementally raised short-term...
Marching Toward a Fed Rate Hike

Marching Toward a Fed Rate Hike

It’s understandable if investors are feeling overwhelmed by recent political, economic, and financial market events. President Trump’s election set off a frenzy of political...
Trump's Border Tax Trade-Offs

Trump’s Border Tax Trade-Offs

In recent news, there have been discussions on Capitol Hill about potential legislation introducing a border adjustment tax. Such a tax could disrupt global...
Impact Investing and Healthcare: Millennials Lead the Trend

Impact Investing and Healthcare: Millennials Lead the Trend

Giving back and making a difference — you do it by donating time or money or deciding where to shop. Another option gaining popularity...
Prospecting for Opportunities in Energy Markets

Prospecting for Opportunities in Energy Markets

Oil prices fell dramatically in 2014, but the market has been slowly climbing back since the beginning of last year. Our U.S. Value Equity...
Real Estate in 2017: Investing in a Rising Rate Environment

Real Estate in 2017: Investing in a Rising Rate Environment

It’s often said that change is the only constant, and I couldn’t agree more. While 2017 is shaping up very well in the world...
Using Alternatives in 2017's More Volatile Markets

Using Alternatives in 2017’s More Volatile Markets

You can insure almost everything in life. You can protect yourself against the unexpected with health insurance. You can protect yourself against the uncontrollable...
Global Bond Investing as Rates Rise in 2017

Global Bond Investing as Rates Rise in 2017

The months since President Trump’s election have seen a flurry of activity, and much of that activity directly affects the economy—policy, changes in administration...
Impact Investing: The Views of Institutional Investors and Financial Intermediaries

Impact Investing: Opportunities for Investors Who Want to Give Back

Impact investing—the idea of doing good while doing well—is a fast-growing category among individual and institutional investors who are embracing the belief that investments...
Q1 CIO Insights Podcasts: A 2017 Outlook

First Quarter 2017 CIO Insights Podcasts: A 2017 Outlook

Volatility and uncertainty were prevalent in January as investors reacted to new legislation from the Trump administration. This quarter’s CIO Insights podcast series addresses...

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