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Policy and Regulatory Commentary
The New Partisan Battleground: Committee Term Limits
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Let’s review the history of term limits and what, if enacted, this particular proposal could mean from a practical perspective.
Policy and Regulatory Commentary
The Tax Season That Won’t End
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The “ides of April” are upon us and that means millions of Americans are scrambling to finish their annual filings to the Internal Revenue Service (IRS) and state revenue agencies. Tax Day 2022 hits on Monday, April 18.
Policy and Regulatory Commentary
A Busy Spring for Justice Breyer
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During his last few months on the bench, Justice Breyer will hear arguments on several high-profile matters, and will issue decisions on many more. Some of those decisions could even impact the 2022 congressional midterm elections.
Policy and Regulatory Commentary
A Cherry Blossom Budget
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Tourists are back in Washington for spring break after a two-year hiatus and the cherry blossoms are nearing full bloom. In D.C., that can mean only one thing: it’s time for the announcement of the president’s annual budget!
Investing Ideas
Breaking Down Plastic Pollution
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Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
Market Outlooks
FAQ: What Does Russia’s Invasion of Ukraine Mean for the Market?
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Mounting tensions between Russia and Ukraine resulted in a Russian invasion into Ukraine sovereign territory in February. We continue to monitor events and their impact on asset classes closely. As our conditions and our views evolve, we offer our perspective on the market’s response.
Macroeconomic & Geopolitical
What are the Secondary Effects of the War? The Dreaded “Triple R”
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Fears of the dreaded “triple R” are growing—encompassing a recession, rising rates, and a loss in real household incomes. It is a dangerous time for investors, especially for those that draw a straight line from economic events to portfolio changes. We must be intentional and focused on our goals, including understanding what was already priced in and managing any risks to our convictions.