Browse By

Ideas & Insights

 





Article

What’s going on with China Evergrande Group?

Investors question whether the potential collapse of China’s heavily-indebted real estate developer is China’s “Lehman Brothers moment.”

  • Vasko, CFA, Derek
  • |




Article

Are U.S. stocks too expensive?

The S&P 500 Index is sharply higher this year, having posted seven consecutive monthly gains through August while notching 53 record highs.

  • Vasko, CFA, Derek
  • |


Insight Article

What’s driving the Value/Growth dynamic?

Value stocks’ performance this year relative to their Growth counterparts relates to telling dynamics influencing interest rates.

  • Vasko, CFA, Derek
  • |


Monthly Market Commentary

Markets Moved Higher Despite Peak Concerns

July was, on balance, a good month for investors. Many broad market indexes across equity and fixed income posted positive returns.

  • Lamoutte, CFA, Keith
  • |

Insight Article

This hasn’t happened since the Taper Tantrum

Investor sentiment is waning according to one popular gauge, and it just did something that hasn’t happened since the Taper Tantrum in 2013.

  • Vasko, CFA, Derek
  • |


White Paper

2021 Mid-Year Outlook

Economic momentum underpins positive global equity returns causing gyrations in interest rates, hampering fixed income returns.



Insight Article

Long-term rates are falling again

Yields on longer-term Treasuries have recently retreated. We examined several key factors behind the moves and what to watch going forward.

  • Vasko, CFA, Derek
  • |


Insight Article

Missing participants in a retirement plan

A retirement plan is required to maintain contact information for participants and beneficiaries who are owed a benefit under the plan.

  • Andrioff, Joni
  • |

Insight Article

Tax aware investing

Proposed changes to capital gains tax rates, review of benefit and considerations for systematic Tax Loss Harvesting and more.

  • Lamoutte, CFA, Keith
  • |