Capital Perspectives March 2021

Tony Roth |
Investment Management
Capital Perspectives

In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how despite the impaired labor market, the spike in interest rates, consumers’ record savings levels, we are marching toward an economic inflection point of historic scale. He also details a potential buying opportunity over the short term and explains our rationale for our portfolio changes.

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Capital Perspectives February 2021

Tony Roth |
Investment Management

In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses the challenging short-term economic outlook. He also looks at the increased vaccine supply and distribution efforts, as well as the possible threat from COVID-19 mutations, and details potential investment opportunities.

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Capital Perspectives January 2021

Tony Roth |
Investment Management

In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details the path forward amid the arrival of effective vaccines and a new administration with a unified government under Democrat control. He provides an overview of three key investment domains and details the importance of having a proper investment plan to help investors emerge unscathed on the other side.

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