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CIO Insights
Is the U.S. Economy Cresting?

The currently slow pace of U.S. economic growth may accelerate in the second half of 2018.

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By
Krishna Memani
| April 16, 2018
CIO Insights
Will Trade Skirmishes End the Economic Cycle?

Tariffs announced thus far are small and unlikely to have a significant impact on growth.

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By
Krishna Memani
| April 02, 2018
Markets & Economy
Do You Own Enough International Stocks?

We find many investors to be chronically underweight international stocks.

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By
Talley Léger
| March 26, 2018
CIO Insights
Trade Wars: Stop Hyperventilating, It's All About the Dollar

Talk of tariffs should have us focus on politics and the dollar, not economics.

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By
Krishna Memani
| March 07, 2018
CIO Insights
Fed Chair Powell: Are You a Hawk in Dove's Clothing?

Fed Chair Powell’s remarks raise concerns about the pace of interest-rate hikes.

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By
Krishna Memani
| March 01, 2018
CIO Insights
U.S. Economy: This Girl is On Fire

Higher government spending, not inflation, may ultimately be what heats up the U.S. economy.

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By
Krishna Memani
| February 16, 2018
Markets & Economy
Market Corrections Are Common, Do Not Abandon Your Plan

The history of market corrections shows why investors should not give up on their strategies.

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By
Brian Levitt
| February 06, 2018
CIO Insights
Will Rising Rates Kill the Bull Market?

Long-term secular forces will likely keep interest rates low and be supportive of equities.

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By
Krishna Memani
&
Brian Levitt
| February 06, 2018
CIO Insights
Beware the Market Narrative

The recent sell-off in equities may be an old-fashioned temporary market risk-off event.

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By
Krishna Memani
| February 05, 2018
Markets & Economy
Government Shutdown: Down to the Wire. Again.

The federal government is on the brink of a shutdown. Here’s what to expect if it happens.

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By
Brian Levitt
| January 19, 2018
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