All Investment Management Content

Capital Perspectives February 2020

Tony Roth |
Investment Management
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In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he delves into both the known risks and an unanticipated risk like the coronavirus epidemic (which originated in China but has spread to nearly 30 countries thus far) and explains their potential market and economic outcomes, as well as how it all fits into our portfolio positioning and house view for 2020.

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Sustainable Investing: Redefining Investing for the Long Term

Steve Norcini |
Investment Management
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This investment insight delves into sustainable investing and how it is changing the way investors invest, as well as having a measurable impact on society and our planet. Sustainable investing began a long time ago, but the recent movement began in the 1960s and its popularity has soared over the past few years—38% hike in assets since 2016 alone.

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Capital Perspectives December 2019

Tony Roth |
Investment Management
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In the December issue of our monthly flagship publication, we feature As Trade Goes, So Go the Markets in On the Record.Chief Investment Officer Tony Roth discusses how much of a hold the U.S.-China trade negotiations have on the markets right now.He explains how investors remain completely transfixed with the ebbs and flows of the U.S.-China trade negotiations to the point where headlines are the difference between an up versus a down day for the markets.

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