All Investment Management Content

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.

Read More...


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.

Read More...


Capital Perspectives April 2021

Tony Roth and Steve Norcini |
Investment Management
Capital Perspectives

March marked the one-year anniversary of the COVID-19-induced bear market low. The past year could not be more unlike anything any of us have ever experienced. And while no two recessions ever repeat, this one doesn’t even appear to rhyme with anything we’ve seen in history. The nature of the exogenous economic shock, the depth and speed of the economic collapse, and the extraordinary monetary and fiscal response make the 2020 recession truly unique.

Read More...