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Investment Insights

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...
An Active Approach Aligns with Today's Market Climate

Active Approach Aligns with Today’s Market Climate

Podcast U.S. equity market returns generally have been on an upward course for more than eight years, surpassing the typical bull market run of 4.5...
Navigating Risks Amid High Prices and High Hopes

Navigating Risks Amid High Prices and High Hopes

Recognizing market trends, understanding their impact and knowing what to do next. That’s the purpose behind our semi-annual resource, Investment Themes. In a quick-dive...
Finding Opportunities in the Noise

Finding Opportunities in the Noise

We see important themes driving markets as we head into the second half of 2017, including market valuations, policy implementation, uncertainty and technology advancement....
The President Proposes, The Congress Disposes

The President Proposes, the Congress Disposes

Podcast In this edition of CIO Insights, we provide an update on the continuing evolution of the investment landscape under the new administration. In prior...
Putting Big Data to Work

Putting Big Data to Work

Podcast The big themes coloring the economic, political, and financial environment are by now familiar—low growth, low rates, and low volatility, paired with high valuations...
Rise of the Robots

Rise of the Robots?

Podcast We have been writing for some time now about economic and political uncertainty. One factor underpinning both these conditions is the technological change that...
Passive Investing Comes with Valuation Risks

Passive Investing Comes with Valuation Risks

Podcast Passive, index-based investing has grown in popularity during the U.S. stock market’s post-Great Recession runup. Despite its recent success, however, passive investing is far...

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