Investment Advisor


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.

SEPTEMBER 2019

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.

JULY 2019

The Performance of Value vs Growth: Look at Per Share Earnings and Free Cash Flow Growth

Over the long-term, value stock investments tend to outperform growth investments. Erick Rawlings, managing director, research, searches for an explanation as to why the current bull market is seemingly at odds with this historical trend.

JUNE 2019

Revisiting Earnings and Earnings Multiples as Drivers of the Equity Markets

Doug Cohen, managing director, portfolio management, began the year with a "20 Questions" (and Answers) market overview that covered pertinent capital market issues for 2019. Doug revisits these issues, returning with the two variables that determine equity prices: earnings and earnings multiples.

MAY 2019

Are You Up to Date on the Latest Market Moves?

Harkening back to the days of final exams and all-night cram sessions, Doug Cohen, managing director, portfolio management, shares this month’s market outlook and analysis in the form of a multiple-choice quiz. Sharpen your pencils and test your knowledge of what propelled the markets in the first quarter of 2019.
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