Capital Perspectives December 2017

Tony Roth |
Investment Management
Cap-Perspectives-NC.jpg

In the December issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Canaries in the economic coal mine. In Focus provides a look at the likely path of tax reform legislation and the potential market and economic impact of its passage. Investment positioning, major themes, and asset class positioning

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Capital Perspectives November 2017

Tony Roth |
Investment Management
Cap-Perspectives-NC.jpg

In the November issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Secretariat-like stock market still has room to run: making careful, concentrated bets on risk assets. In Focus provides a high-level overview of Millennial investors—what defines them and moves them, and how they plan to deploy the $30

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Capital Perspectives October 2017

Tony Roth |
Investment Management
Cap-Perspectives-NC.jpg

In the October issue of our monthly flagship publication, we feature:  On the Record by Chief Investment Officer Tony Roth, Bent but not broken: resilience and recovery after the storms. In Focus provides a high-level overview of bitcoins—what digital currency is, why it was created, and how it works. Investment positioning, major themes, asset class updates.  In the

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