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Capital Perspectives May 2018

Tony Roth |
Investment Management
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In the May issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Mind the cracks. In Focus provides a look at the projected evolution and investment potential of the technology sector. Investment positioning and asset class positioning updates. Economic stumbles have been in some of the highest-level macro data,

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Capital Perspectives April 2018

Tony Roth |
Investment Management
Cap-Perspectives-NC.jpg

In the April issue of our monthly flagship publication, we feature: On the Record’s “Withering Heights?” by Chief Investment Officer Tony Roth looks at the quarter just ended and those to come. In Focus’ “Tariffs, trade, and Trump” by Chief Economist Luke Tilley and Senior Investment Strategist Meghan Shue explores the recent tariffs, the likelihood of a

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