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Aug 2017
Macro and market

Monthly Market Snapshot: July 2017

Authors: Brett Hinds, ...

Equities Global equities (+1.9%) rose for the ninth consecutive month, ending July with an 11.3% gain year to date. Expanding economic growth, robust employment, and low inflation were key themes supporting...


The long and short of the tech sector: Key trends driving alpha opportunities

Authors: John Averill, CFA, ...

The technology sector is increasingly complex, supply chains are becoming more global, and the pace of innovation and disruption is accelerating. Across the sector, cyclical and secular inputs combine to...

Jul 2017
Macro and market

Good reads: Books we're enjoying

Authors: Divya Balakrishnan, CFA, ...

We asked some of our investment professionals about thought-provoking books they have been reading. Alexander Hamilton By Ron Chernow “While the book is a historical biography,...


Insiders out: Why index owners may be getting less of the "good stuff"

Author: Mark Whitaker, CFA

Owner-operated businesses of all sizes, including well-known companies run by household names, are intentionally underrepresented in traditional US equity indexes. The widely used S&P, Russell, and MSCI US...

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