In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he shares his views on the resiliency of the financial markets amid political and social crises, including the resurgence of COVID-19 and waning vaccine effectiveness, China’s regulatory crackdown, and high U.S. inflation, among a host of other developments.
In the July/August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he provides investors with an opportunity to take stock of their portfolios by assessing the economic environment, evaluating what has worked to date, and crafting a plan for the second half of the year.
In the June issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he answers important questions relating to the strength and the length of the U.S. economic bounce as well as the anticipated global upswing and the team’s rationale for a portfolio positioning shift within equities.
