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2018 Investing Outlookvideo

2018 Investing Outlook

The past year was filled with uncertainty and speculation—around a new president, interest rates, global politics and when one of the longest-running bull markets would come to an end. Despite all that, 2017 closed...
Evidence Over Emotion

Evidence Over Emotion: Q4 2017 Podcasts

It’s an interesting time to be an active investor. Global markets are benefiting from improving economic conditions and corporate profit growth. And despite a shaky start to 2017, emerging markets appear to be having...
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 to encompass an entire range of risks, up to and...
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 fundamentals, at least in the near term. But along with...
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” just released. And why not? It’s the perfect story of...
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 in October 2007, the Russell 3000® Growth Index outperformed the...
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 articles about whether or not we are experiencing a growth...
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 many U.S. companies rebounded as the Federal Reserve initiated its...
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 years. And although bond bears regularly forecast the end of...
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. This quarter’s CIO Insights focuses on where we're looking to...