Capital Perspectives June 2021

Tony Roth |
Investment Management
Capital Perspectives

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.

Read More...


Capital Perspectives May 2021

Tony Roth |
Investment Management
Capital Perspectives

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why we remain overweight equities and the significance of an expected market correction. He also reveals our expectations for the economic trajectory and the importance of staying invested and calm to help potentially reap rewards down the road.

Read More...


Capital Perspectives April 2021

Tony Roth and Steve Norcini |
Investment Management
Capital Perspectives

In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he reveals how the 2020 recession and ongoing recovery differ from past experience, our overall optimistic view of the U.S. and global economic trajectories, and where we see potential risks and opportunities.

Read More...