Capital Perspectives September 2021

Tony Roth |
Investment Management
Capital Perspectives

In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he shares his views on the resiliency of the financial markets amid political and social crises, including the resurgence of COVID-19 and waning vaccine effectiveness, China’s regulatory crackdown, and high U.S. inflation, among a host of other developments.

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Investing in Private Markets: A Primer

Julian Freeman, CFA and Jordan Strauss, CFA |
Investment Management

For many, the private markets asset class represents a road less traveled.* Typically, investors focus on more traditional asset classes, like stocks and bonds, where information is often readily available and digestible, as it can often seem like the path of least resistance. However, of late many large and sophisticated investors have been increasing their capital allocations to private markets for reasons they believe are compelling enough to make it worth taking the risk.

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Episode 40: COVID and Another Season of Our Discontent

Tony Roth |
Capital Considerations with Tony Roth

September 8—B.C.—before COVID—children bemoaned the end of summer while parents waited with bated breath for a return to school, work and well, the normal routine of life. That was then. Today, the Delta variant has pushed up case rates, while vaccination rates in certain states remain anemic.

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