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Investment 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...
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...
Secular Trends Over Policy Uncertainty

Secular Trends Over Policy Uncertainty

Podcast Q2 2017 CIO Insights - U.S. Growth Equity - Large Cap The theme of this edition of CIO Insights is the evolving investment landscape under the new...
Investment Rationale Trumps Politics

Investment Rationale Trumps Politics

Podcast Q2 2017 CIO Insights - Disciplined Equity In the prior edition of CIO Insights, we wrote about why we thought it was so difficult to invest on...
Beware of Irrational Complacency

Beware Irrational Complacency

Podcast Q2 2017 CIO Insights - Multi-Asset Strategies Hope is not a very effective investment strategy. As we write this, stocks stand at record highs with volatility near...
Financials Sector Hoping for Another Trump Bump

Financials Sector Hoping for Another Trump Bump

Podcast Q2 2017 CIO Insights - U.S. Value Equity The U.S. stock market enjoyed a broad rally in the wake of last year’s election. However, political uncertainty...
Riding the Trump Rally, but Prepping for the Trump Reality

Riding on the Trump Rally, but Prepping for the Trump Reality

Podcast Q2 2017 CIO Insights - Global and Non-U.S. Equity In the four-plus months since Donald Trump’s election, many investors have benefited from the “Trump Rally.” But, recently...
Reflections on Reflation - Why This Time Feels Different for TIPS

Reflections on Reflation – Why This Time Feels Different for TIPS

Podcast Q2 2017 CIO Insights - Fixed Income Global financial markets experienced several shocks last year, not the least of which was the election of President...

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