Investment Research


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.

JUNE 2019

Developing an Approach to Portfolio Management That Is “Great by Choice”

Erick Rawlings, managing director, research, recently finished reading Jim Collins' "Great by Choice." The research and anecdotes in the book led Erick to take Collins' sound principles and apply them to portfolio management. Erick observes that within the author's five sets of company reviews, varying occurrences led companies to "10X" while other companies ended up an also-ran. What factors led to these two disparate outcomes, and how can they be valuable tools for portfolio management?

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.

MAY 2019

Quiz: How Impactful is Compounding in Your Portfolio?

With markets already retracing their steep losses in 4Q18, the market noise and daily chatter can pose a challenge to long-term investment decisions. Erick Rawlings, managing director, research, presents a strategy-based scenario illustrating the power of compounded investments.

APRIL 2019

What to Watch: Interest Rates, Inflation, and Earnings

Doug Cohen, managing director, portfolio management, revisits his analysis of the likelihood of interest rate hikes in 2019 as posed in his “20 Questions” blog series. Also on his radar: inflation and earnings have reached key inflection points.
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