In the May 2016 issue of our monthly flagship publication, we feature:   

  • On the Record by Chief Investment Officer Tony Roth. Only fools rush in.
  • In Focus by Senior Managing Director Chris Kreicker, Your values, your world, and your portfolio.
  • Investment positioning, major themes, and asset class positioning updates.

The Fed moves. Markets price in expectations. Sometimes too much so, which is pretty much where things stand right now. Chief Investment Officer Tony Roth provides his perspective on the current tepid GDP growth rate, the specter of inflation, and what is likely in store for markets over the next few months.

This issue’s In Focus also takes a high-level look at an area that’s becoming increasingly popular: sustainable, responsible, and impact investing (SRI). Chris Kreicker, Senior Managing Director in Wealth Advisory, guides readers through SRI 101, explaining the different terms and areas in this space, which is focused on “doing well and doing good.”

Please see important disclosures at the end of the publication.

Download Article Contact an Expert