All Investment Management Content

Capital Perspectives October 2021

Tony Roth |
Investment Management
Capital Perspectives

In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, who looks back on a nerve-racking month filled with whipsaw market volatility. Plus, weaker consumer activity led his team to revise down its 2021 full-year GDP forecast from from 7.5% to 5.8%. He analyzes the four critical risks that continue to be at play and their potential impact on the team’s 9- to 12-month outlook.

Read More...


A Look Inside an Elusive Investment Alternative

Julian Freeman, CFA and Jordan Strauss, CFA |
Investment Management

Private markets. Sounds like a secret club. And in many ways, it is—but today we are going to lift the veil of secrecy and let light in upon the mystery. To help break down this complex topic, we have Senior Portfolio Manager Jordan Strauss and Senior Research Analyst Julian Freeman. Let’s first lay out the basics. Julian, what exactly is meant by private markets investing—and how does it differ from public markets?Private markets (PM) fits within the alternatives asset class.

Read More...


Capital Perspectives September 2021

Tony Roth |
Investment Management
Capital Perspectives

In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he shares his views on the resiliency of the financial markets amid political and social crises, including the resurgence of COVID-19 and waning vaccine effectiveness, China’s regulatory crackdown, and high U.S. inflation, among a host of other developments.

Read More...