In the July–August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why—despite the fact that a U.S.–China trade truce, impending Fed rate cuts, and all-time S&P 500 highs are quite encouraging for the economy and markets—we are more cautious on these drivers heading into 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 talks about the confluence of political and economic factors that led our Investment Committee to reduce a years-long overweight to equities—with the proceeds shifted first into cash, and later, fixed income—and our continuing concerns.
In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he talks about the changes taking place on the global economic growth trajectory that have prompted his team to reevaluate its world view, what it means for the stock market in general, and the weighting on international developed equities, in particular.
