Insights

    Sep 12, 2018

Midterms and market volatility

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School and Congress are both back in session and while parents may be happy to see their kids heading off to the classroom, investors can’t help but be a little nervous...

    Sep 6, 2018

How to invest in the surge in CapEx

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Capital Expenditures (CapEx) are up significantly in 2018. Meaning that companies are using free cash flows to upgrade productive capital. As we have described before...

    Aug 30, 2018

Small caps and trade wars

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Trade wars tend to hit companies in two major ways: 1) with tariffs that impact products, services, and sectors, and 2) through currency relationships, which are often upended...

    Aug 24, 2018

Secular growth trends in international equity markets

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Despite bouts of volatility this year, U.S. equities, led by high growth firms have dominated global markets...

    Aug 14, 2018

Climbing the wall of worry: Mid-year optimism

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Summer has been heating up the news cycle. Trade headlines dominate; midterm elections are impending...

    Aug 8, 2018

Equity prices are heating up. Is there still room to run?

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Last week, value stocks outperformed, relative to growth strategies, and exhibited the strongest positive...

    Jul 27, 2018

Currency wars

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A July 21st story on Bloomberg put it this way: “the currency wars have arrived.” Maybe, or maybe not, but clearly currencies are now front and center in the minds of investors...

    Jul 26, 2018

2018 Municipal Bond Market Insights: Mid-Year Update

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We expect taxable municipal issuance could double to ~$60B annually. We believe that low rates, tight credit...