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Capital Perspectives July–August 2019

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, where he explains why—despite the fact that a U.S.–China trade truce, impending Fed rate cuts, and all-time S&P 500 highs are quite encouraging for the economy and markets—we are more cautious on these drivers heading into the second half of the year.

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Business Owners Outlook 2Q2019

My Business
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Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them.  This first in the series, “Risky Business,” reveals some eye-opening disconnects in the respondents’ thinking.Business owners strongly support the Trump administration’s policies, yet they also worry about U.

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Capital Perspectives June 2019

Tony Roth |
Investment Management
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In the June issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he talks about the confluence of political and economic factors that led our Investment Committee to reduce a years-long overweight to equities—with the proceeds shifted first into cash, and later, fixed income—and our continuing concerns.

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