The Weekly View

12/11/17

The Fixed Income View: Pass on Passive - Reasons for Active Management in Fixed Income

12/04/17

ETFs: The Importance of "Looking Under the Hood"

11/27/17

The Weekly View: 3 Reasons to Be Thankful, and What They Mean

11/20/17

The Weekly View: Bull Markets: America's Latest Export

11/14/17

The Weekly View: Time for Dividend Investors to be More Discerning

11/06/17

The Weekly View: 'Real' News...And What We Think It Means

10/30/17

The Weekly View: Concentrated Positions: The Elephant in the Room

10/23/17

The Weekly View: Japan's Election Renews Mandate for 'Abenomics' - Good for Stocks, in Our View

10/16/17

The Weekly View: Liking International Does Not Mean Disliking US Stocks

10/09/17

The Weekly View: International Outperformance: Early Days In Our View

10/03/17

The Weekly View: What We Worry About...

09/19/17

The Weekly View: Why Economic Progress has Outweighed Political Drama and Major Storms

09/12/17

The Fixed Income View: "Wake Me Up When September Ends"

09/05/17

The Weekly View: Global Synchronicity: Positive Earnings Mirroring Positive Economic Trends

08/28/17

The Equity View: Wall Street Darlings - Participate and Protect

08/22/17

The Weekly View: Summer Blues and a Lesson for the Next-Gen

08/15/17

'Fire and Fury' - Our Take on North Korea

08/08/17

The Weekly View: An Unanticipated Surprise

08/01/17

The Weekly View: Entering the "Correction" Months

07/24/17

The Weekly View: Disinflationary Growth Benefits Commodity Importers

07/10/17

The Weekly View: The World in Pictures - Synchronized Global Growth

07/05/17

The Weekly View: You Haven't Missed It...We Believe the Global Bull Market is Not Over, and Non-US Outperformance has Barely Begun

06/27/17

Fixed Income View: Who's Right-Bond or Stock Market or Both?

06/12/17

The Weekly View: International Equities: A Picture is Worth a Thousand Words

06/05/17

The Weekly View: Watching a Baton Pass - Eurozone Momentum

05/30/17

The Weekly View: US Dominance of Technology and Innovation

05/23/17

The Weekly View: Market Pullbacks May Not Be Worth Waiting For, In Our View

05/16/17

The Weekly View: Low Volatility - Not a Reliable Bearish Signal

05/08/17

The Weekly View: En Marche! France Votes "Non" to Frexit

05/02/17

The Weekly View: Climbing the Wall of Worry

04/11/17

The Weekly View: Five Things We Are Positioned For

04/03/17

The Equity View: Global Investment Themes

03/27/17

The Fixed Income View: Reflation Trades Hit Political Speed Bump - What it Means for the Bond Market

03/22/17

The Weekly View: We See Momentum Shifting Overseas

03/14/17

The Weekly View: Should One Just Buy the Index?

03/07/17

The Weekly View: Facing the Fear Premium - Risks and Opportunities in European Politics

02/27/17

The Equity View: US Banks - We See a Secular Turn, Not Cyclical (Trump) Bounce

02/21/17

The Weekly View: Ride the Bull, But Don't Chase It

02/13/17

The Weekly View: Tactically Navigating to New Strategic Targets

01/31/17

Why We Think Economic Positives Outweigh Negatives for European and Japanese Stocks

01/23/17

The Weekly View: Focusing on Policy, Not Headlines: Investing in the Era of the Tweet News Cycle

01/09/17

The Weekly View: Reducing US Stocks to Bring Balanced Portfolios Closer to Long-Term Targets

01/03/17

The Weekly View: Outlook 2017 Highlights - Passing the Baton