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.
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.
Summertime and the Livin’ is Easy? Three Takeaways from the Market Movements of Summer 2019
Managing Director Doug Cohen's latest market update cites that, if nothing else, August was a reminder that we are seemingly always just a tweet away from a new market narrative. Doug cites the continued evidence of slowing global economic growth by the Fed’s rate cut and the renewal of trade tensions as causes of negative economic headlines that appear to be taking a toll on business capital spending.
Takeaways from the Aspen Ideas Festival: American Renewal, Part I
Doug Cohen, managing director, portfolio management, attended the 2019 Aspen Ideas Festival. In this first series of synopses, Doug shares key observations and takeaways from sessions covering political innovation to save our democracy, Valerie Jarrett’s recently published memoir, and the republican party in the age of Trump.