September 30, 2020—It would be hard to overstate how large the Federal Reserve looms in investors’ minds or its influence on financial markets. While the central bank has received praise for its quick and decisive action during the current crisis, focusing on liquidity and keeping capital flowing, questions must be raised about its recent messaging in light of the recently announced most significant changes to its long-term strategy in nearly a decade.
September 21, 2020—Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping.
August 26, 2020—Is the declaration of death of value stocks premature? After a decade or so of weakness relative to growth, value’s heartbeat is suddenly quickening. Hear our Head of Equity and Nontraditional Investments Matt Glaser and our Chief Investment Officer Tony Roth tackle the age-old value/growth debate and discuss what trends we can expect to unfold for equities overall.Please listen to important disclosures at the end of the podcast.Don’t let important insights pass you by.