All Investment Management Content

Webinar: 2021 Capital Markets Forecast & Your Portfolio

Tony Roth |
Investment Management

Chief Investment Officer Tony Roth, Chief Economist Luke Tilley, Head of Investment Strategy Meghan Shue, and Senior Portfolio Manager Steve Norcini discuss the three accelerating trends featured in our 2021 Capital Markets Forecast—as well as the potential impacts of the election results.Please see important disclosures at the end of the webinar.

Read More...


Capital Perspectives October 2020

Tony Roth |
Investment Management

In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why the best investors are often those who don’t succumb to emotional decisions, as well as the upcoming elections and their likely effects on markets and the economy.

Read More...


Capital Perspectives September 2020

Tony Roth |
Investment Management

In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details a disconnect between the stock market and the economy, the underlying associated risks, and how our focus on three pillars—economics, a long-term investment horizon, and risk mitigation—continue to guide our portfolio positioning.

Read More...