All Investment Management Content

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

Meghan Shue |
Investment Management
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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.

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Capital Perspectives September 2019

Tony Roth |
Investment Management
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In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he delves into the persistent uncertainty and lack of clarity on a variety of fronts—U.S.–China trade, Fed rate cuts, Brexit, etc.—that makes it advisable for us to maintain our neutral portfolio positioning on risk assets at this time.

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