Investment Advisor


The Federal Reserve, China, and Recession Risk: A Look at What’s Impacting the Markets at Year-End

2018 is on pace to post the first down year for both global equities and the Barclay’s Aggregate Bond Index in the last 25 years. As we approach the New Year, we’re monitoring three important trends that could impact markets at year-end.


ESG and Impact Investing: Q3 2018 News Highlights

Institutional investor interest in incorporating environmental, social, and governance (ESG) factors into investment decision making continues to grow. Callan reported that 43 percent of U.S. institutional investors surveyed in 2018 incorporate ESG information into their decisions, up from 22 percent five years ago.


Perspectives on the Rising Popularity of Long Duration Private Equity

With the transition to fall, the words “Go Long” will undoubtedly echo across football fields and backyards throughout the country. A broadly similar sentiment was on display last month at the Carlyle Group’s annual Washington DC Investor Conference. More specifically, there was a heavy emphasis on the private equity firm’s long duration portfolios, which included several Energy, Real Estate, and Infrastructure Funds.


Five Debates that will Likely Drive Markets Through Year-End

It has been 55 years since Nat King Cole’s “Those Lazy-Hazy-Crazy Days of Summer” topped the charts. With the days of this summer winding down (having surely delivered on at least the last of Cole’s three adjectives), here are the five key questions that are likely to drive markets over the final third of the year.


Seismic Shifts in our Social Culture – Part II: Synopsis from the Aspen Ideas Festival

Doug Cohen, managing director of portfolio management, concludes his series from the Aspen Ideas Festival with Part II of the key takeaways from the sessions that examined seismic shifts in our social culture.