Explore our latest news and insights locally and around the globe.

Globalization: Evolving, Not Ending

1/20/23: We don’t often publish our research, especially after concluding that the topic in question should not become a theme in client portfolios. However, given the extensive press this subject has generated, we thought it appropriate to share our perspective.

Fourth Quarter, 2022

On the heels of 2022’s market turmoil, we see opportunity emerging in many quarters. Being nimble and discerning may be more important than ever. Read our Q4 Investment Update to learn more about our steadfast commitment to our thematic investment approach.

 

1/19/23: With inflation set to come down, Chief Investment Officer Amy Raskin says we should be looking at the bond market for guidance as it relates to interest rates. Listen to what she had to say on on CNBC‘s Halftime Report.

Important Disclosures

Amy Raskin | CNBC | Fast Money Halftime Report | January 19, 2023

Chief Investment Officer Amy Raskin says the bond market is our best indicator for what will happen to interest rates in the near term. Watch CNBC’s Halftime Report for more.

 

12/20/2022 – Despite rising rates, Chief Investment Officer Amy Raskin isn’t pessimistic about the market as we head into 2023. Hear what she had to say on CNBC‘s Halftime Report.

 

Important Disclosures

Amy Raskin featured on CNBC’s Fast Money Halftime Report – December 20, 2022

Despite rising rates, Chief Investment Officer Amy Raskin isn’t pessimistic about the market as we head into 2023. Hear what she had to say on CNBC's Halftime Report.

Third Quarter, 2022

For the first time in more than four decades, both stocks and bonds have turned in negative results for three quarters in a row with capital destruction exceeding $17T. Learn about two substantial transitions behind the turmoil and why active management with a thematic approach may be the best bet for investors.

 

September 20, 2022 – While 2022 has been a difficult year for most investors, with rising interest rates and turbulent financial markets, market declines don’t last forever. Is now a riskier time to invest than it was a year ago, before the market downturn? Amy Raskin, Chief Investment Officer, answers this question and puts today’s market environment into context, focusing first on U.S. equities and then bonds and international equities.

 

Important Disclosures

Investment Strategies for a New Market Reality | Presented by Amy Raskin, Chief Investment Officer

9/20/22: Is now a riskier time to invest than it was a year ago, before the market downturn? Amy Raskin, Chief Investment Officer, answers this question and puts today’s market environment into context, focusing first on U.S. equities and then bonds and international equities.