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Investment Insights

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...
One Thing's Certain: Uncertainty

One Thing’s for Certain: Uncertainty

Uncertainty has become the one certainty in global investing. Investors have lived with it for eight months since the U.S. presidential elections last November. Podcast The...
Feds Likely to Reduce Balance Sheet, Mindful of Markets

Fed Likely to Reduce Balance Sheet, Mindful of Markets

Investors are bracing for the next leg of the Federal Reserve’s (the Fed’s) “normalization” strategy—the unwinding of quantitative easing (QE). Just as the bond-buying...
An Eye on Opportunity in an Era of Uncertainty

An Eye on Opportunity Amid Evolving Themes

Podcast Heading into the second half of 2017, we see important themes driving the markets. Valuations are a concern as key equity indexes trade at...
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...

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