All Investment Management Content

Capital Perspectives March 2018

Tony Roth |
Investment Management
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In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, Between a rock and bull run, looks at the February stock market correction and beyond.  In Focus discusses two different ways to go about investing cash, and why one approach may be preferable. Investment positioning, major themes, and asset class positioning updates.  You don’t have to look at the calendar to know it isn’t 2017.

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Global Positioning Systems: Recalculating …

Tony Roth |
Investment Management
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Our 2018 forecast for markets, economies, and portfolios.

The U.S. economy — late-cycle emergence
Inflation and growth — global-U.S. divergence
Valuations, yields, and volatility — alternative resurgence

Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment team shares its outlook for the U.S.

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