Category: Investment

Oct 09

U.S. consumers: still an engine of growth

August reinforced the perennial fear of this recovery: insufficient growth. While the economic data has started to stabilize, the global economy, particularly the manufacturing sector, remains fragile. However, for the

Oct 03

Large, liquid and unloved: China’s story runs deeper than trade

Most of what investors hear about China today centers on the trade conflict and technology competition with the U.S. These issues, and the headlines they generate, are unlikely to disappear

Sep 30

Will electric vehicles muffle future oil demand?

The rise of US shale oil over the past decade has upended previous energy market norms, leading to uncertainty over supply trends and heightened volatility that ebbs and flows even

Sep 27

3 ideas to help you achieve the income you need

Nobody likes the unknown, including when it comes to the future value of your money. Retirement planning used to be simple – invest in a portfolio [of bonds?] that comfortably

Sep 24

Revisiting the case for active management in US REITs

One year ago we discussed the case for active management in the US real estate investment trust (REIT) space during the late-cycle market environment. Our team view was that relaxed

Sep 20

Why megatrend ETFs offer long-term growth potential

A game plan for investing in the future of innovation: megatrends. Megatrends are long-term global trends in technology, society, the environment, and demographics with high potential to change how we

Sep 17

Taking a low volatility approach to uncertain markets

After experiencing uncharacteristically low volatility in equity markets for a number of years, investors have felt the uptick in volatility more recently. The CBOE Volatility Index (VIX) is an indicator

Sep 14

Portion control isn’t just for meal time

Late last summer, I returned to New York after two weeks at the Delaware Shore. Oddly, I felt horrible. I was at the highest weight of my life, with sluggish

Sep 11

False narratives: The myth of ‘superior’ emerging market growth

Many investors operate under the assumption that emerging markets (EM) equities can generate superior returns simply because EM countries generate higher rates of economic growth than the developed world does.

Sep 08

Caught between uncertainty and easy money

Stock prices have spent August caught in a tug-of-war. On one side: increasingly accommodative central banks and easier financial conditions. On the other side of the rope: rising economic uncertainty