Insights
TRADE TENSIONS PLAYBOOK
Escalating trade tensions have made for a difficult investing environment. This is not news to anyone at this point. But investors’ angst was ratcheted higher…
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U.S.—CHINA TRADE UPDATE
Economic Commentary |Trade tensions between the U.S. and China have been building over the course of 2018. These tensions…
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PLAYING THE CAPEX THEME
Market Commentary |Capital investment is accelerating, a trend we believe should continue. One of the most encouraging aspects of…
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CAPEX RISING
Economic Commentary |MEANS, MOTIVE, AND OPPORTUNITY Increased business capital expenditures, or “capex,” remain one of the most important pieces…
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TIME FOR VALUE TO SHINE?
Market Commentary |When will value have its day in the sun? The growth style’s historic run of outperformance has…
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FED PREVIEW: CONNECT THE DOTS
Economic Commentary |The Federal Reserve (Fed) is widely expected to hike rates for the second time in 2018 at…
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EUROPE COMING UP SHORT
Market Commentary |Post Italy “crisis,” are European stocks attractive? With last week’s news that Italy has formed a government,…
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