In the September issue of our monthly flagship publication, we feature:

  • On the Record by Chief Investment Officer Tony Roth, where he delves into the persistent uncertainty and lack of clarity on a variety of fronts—U.S.–China trade, Fed rate cuts, Brexit, etc.—that makes it advisable for us to maintain our neutral portfolio positioning on risk assets at this time.
  • In Focus by Economist Rhea Thomas tackles the loaded question of whether we should be losing sleep over rising U.S. national debt levels. She sets out the arguments for concern and the deep potential long-term implications for the economy, as well as the views of those who take rising debt in their stride and say it’s much ado about little. Read to see which side we come down on—and why.

Please see important disclosures at the end of the article.

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