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Investing Ideas
Ten Lessons From Ten Years
This piece is approved to use with clients.
We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.
Investing Ideas
It May Be Time to Consider Non-U.S. Equities
This piece is approved to use with clients.
Investors seeking non-U.S. equity diversification but continued exposure to technology may want to consider emerging markets.
Policy and Regulatory Commentary
Ballot Initiatives: Buyer Beware
While early voting lines might be much longer this year (multiple news outlets reported massive waits in Florida on Monday, for example, where it was the first day of early voting), voters’ actual ballots could be much shorter.
Policy and Regulatory Commentary
The Fate of the Filibuster
The hearings for U.S. Supreme Court nominee Amy Coney Barrett have almost concluded and it is likely the Senate Judiciary Committee will vote to approve her nomination later today.
Policy and Regulatory Commentary
The Health of the Ticket
The health of U.S. presidents, and presidential candidates, is often and understandably an issue of interest and concern to the electorate.
Policy and Regulatory Commentary
What Happens if the Electoral College is a Tie?
The final set of questions in last night’s presidential debate – if you made it to the end of the 90-minute slugfest – was about the peaceful transition of power, and whether there would be one on January 20, 2020, inauguration day.
Investing Ideas
Growth Versus Value: A Balanced View
This piece is approved to use with clients.
Despite the large divergence in stock performace year-to-date, we have a balanced view between growth and value stocks.