All Investment Management Content

LGBTQ Investors: Progress, Potential, and Planning

Investment Management

“The Supreme Court decision means we can now plan for the future like anyone else,” says José, a 47–year–old designer who married his partner, Peter, in 2015, after Obergefell v. Hodges, the landmark Supreme Court of the United States (SCOTUS) decision that made same-sex marriage legal in all 50 states. “When I’m investing, I’m not a gay investor. I’m just an investor, with my own questions and my own goals.

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Capital Perspectives May 2021

Tony Roth |
Investment Management
Capital Perspectives

Earnings season is a key time for market participants. Even for long-term investors like us, who are not in the practice of aggressively trading securities before or after earnings announcements, it is an informative few weeks. The microeconomy meets the macro, and companies either confirm or challenge what we’re seeing from other economic data. Direct commentary from management is critical, particularly at watershed moments in the business cycle.

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Webinar: ESG Strategy Returns—Why We Believe They May Be Sustainable

Tony Roth and Steve Norcini |
Investment Management

April 21, 2021—Environmental, social, and governance (ESG) investment strategies have long been in vogue and investors are showing a greater-than-ever appreciation for their principles. Do ESG strategies require a sacrifice on the performance front—or can you reap competitive returns while putting your money to work in a way that aligns with your values? Time will tell, according to our experts.

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