All Investment Management Content

Understanding the Relationship Between Stocks and Interest Rates: It’s Complicated!

Meghan Shue |
Investment Management
Stock and Interest Rates NC.jpg

As with hard sciences like physics or chemistry, finance has commonly held “principles” somewhat akin to laws that help govern how investors value assets. The difference is that finance is not a hard science but, like economics, more of a social science that relies on human behavior and psychology. As a result, even the most widely accepted tenets deserve to be examined and turned on their heads at times to evaluate under what circumstances they actually hold up.

Read More...


Millennial Investors: Determined to Make an Impact

Investment Management
Millennial-Investors-NC.jpg

Millennials have now surpassed the Baby Boomers as the nation’s largest demographic segment. At more than 83 million strong and comprising nearly one-third of the U.S. population, those born between 1980 and 2004 are redefining society in profound ways. And with more than $30 trillion passing to them through inheritance over the next 30 years, Millennial investors will likely use their wealth to reshape not just markets, but the world. Sources:U.S.

Read More...


The Fourth Industrial Revolution: Digital, data, and debt disruption

Tony Roth |
Investment Management
2019-Capital-Markets-Forecast NC.jpg

In our 2019 forecast for markets, economies, and portfolios we cover: Horizontal digitization of technology across economic sectors; labor productivity’s race against the clock; and rates and the global debt super cycle.Twenty years ago, MSCI and S&P Dow Jones indices developed the Global Industry Classification Standard and defined sectors and industries for the equities market more or less as we know them today.

Read More...