Capital Perspectives March 2020

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, where he continues his discussion on the global impacts of the coronavirus and how the economy and markets may—or may not—respond.In Focus shares a conversation with Tony Roth and Dr. Amesh Adalja, a Fellow with the Infectious Disease Society of America, regarding the coronavirus.Investment positioning and hedge funds asset class overview.

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Capital Perspectives February 2020

Tony Roth |
Investment Management
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In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he delves into both the known risks and an unanticipated risk like the coronavirus epidemic (which originated in China but has spread to nearly 30 countries thus far) and explains their potential market and economic outcomes, as well as how it all fits into our portfolio positioning and house view for 2020.

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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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