Capital Perspectives September 2018

Tony Roth |
Investment Management
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In the September issue of our monthly flagship publication, we feature:

On the Record by Chief Investment Officer Tony Roth discusses how, despite the stock market’s continued positive performance, rising political and trade risks require a shift in portfolios.
In Focus provides a look at growing levels of household debt—in particular, student loan debt—and what it indicates for consumer spending and the U.S. economy.

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Capital Perspectives July/August 2018

Tony Roth |
Investment Management
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In the July/August issue of our monthly flagship publication, we feature:

On the Record by Chief Investment Officer Tony Roth, Don’t Climb a Wall of Worry.
In Focus provides a look at the flattening yield curve—what it’s telling us now and whether it is likely to be the usual precursor of recession.
Investment positioning and asset class positioning updates.

There is rarely, if ever, a time when investors are not faced with a slew of concerns that keeps them up at night.

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Capital Perspectives June 2018

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

In the June issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, 2018 Halftime Report: Charting progress on our Capital Markets Forecast.In Focus provides a look at emerging markets, whose economies and asset performance projections are closer to home than you may think.Investment positioning and asset class positioning updates.

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