Perspectives

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Understanding structural impediments to growth

Our Blog Aug 24, 2016 William F. "Ted" Truscott, Chief Executive Officer

Advisors’ ability to help their clients build wealth depends in part on understanding the economic landscape and the structural forces affecting it. In today’s low-growth economy, it’s imperative we identify the real factors contributing to anemic growth. Only then can we begin to address the problems at hand.

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Diversified investing: Standing still is not an option

Our Blog Aug 22, 2016 Jeffrey L. Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation

What if we get a slow-growth, weaker earnings economy in the second half of the year? Or what if it’s higher growth and higher prosperity? Either way, standing still may be the riskiest move.

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Focus on themes (not geography) in emerging markets

Our Blog Aug 15, 2016 Colin Moore, Global Chief Investment Officer

For investors struggling to find growth opportunities in a low growth world, Colin Moore offers two insights. Don’t write off Brazil, and don’t treat emerging markets as a homogeneous asset class.

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Can bond investors succeed if monetary policy is failing?

Our Blog Aug 12, 2016 Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income

While the Bank of England’s new easing program is aggressive, we doubt it will do much to spur economic growth. Given how few attractive options there are for fixed-income investors, we recommend focusing on higher quality cash flows.

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Who loses when the dollar gains?

Our Blog Aug 11, 2016 Jeffrey L. Knight, Global Head of Investment Solutions and Co-Head of Global Asset Allocation

Diversification is the cornerstone of nearly every investment plan. But a stronger U.S. dollar can turn diversification on its head, as Jeffrey Knight explains in this short video.

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