Managing Directors


DECEMBER 2019

Politics and Lingering Uncertainties Drive 2020 Market Outlook

As the closing bell of 4Q19 draws nearer, Doug Cohen, managing director, portfolio management, reflects on the current and upcoming political climate that will impact the 2020 markets. Doug considers investors' political reactions, evaluates wins and losses, and looks ahead at the market narrative to come.

DECEMBER 2019

Diversity and Inclusion: Not Optional

Anna Kastrilevich, senior research associate, explores how promoting workplace diversity and inclusion can have material business consequences beyond the value of taking a moral stance.

OCTOBER 2019

Quality and "The Middle Way" of Investing

Erick Rawlings, managing director, research, delves into the idea of quality investing. Rawlings contextualizes the underlying thesis by comparing it to the more well-defined styles of value and growth with hypothetical scenarios.

OCTOBER 2019

Debating the Likelihood of an Economic Recession, Interest Rake Hike, and Inflation Acceleration

As we enter 4Q19, managing director Doug Cohen revisits his predicted probabilities from 1Q19 for the likelihood of an economic recession, a Fed interest rate hike, and inflation acceleration in 2019. Did Doug’s forecasts hold true?

SEPTEMBER 2019

Investing in International Equities: What's the Point?

Erick Rawlings, Managing Director, Research, discusses the rise of positive returns in US equity markets compared to foreign equities. This led Erick and the Athena Research team to investigate whether the asset class is due for a rebound, or, if investing abroad is fruitless, given the diminished correlations benefit.
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