Capital Perspectives December 2019

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

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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Capital Perspectives November 2019

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 delves into the reasons why he and his team feel comfortable reverting to an overweight position in stocks.He points to a subtle but important receding of downside risks in recent weeks across three critical domains—policy, global economic data, and corporate earnings.

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