Investment Advisor


OCTOBER 2019

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

Managing Director Doug Cohen's latest market update revisits the economic forces shaping the markets. Doug revisits his original analysis on the likelihoods of an economic recession, the Fed's interest rate hike, and inflation acceleration.

SEPTEMBER 2019

Capitalizing Culture As An Asset

In an industry focused on developing variant perceptions, most investors tend to create variance through interpretations of quantifiable metrics—brushing off intangible factors as immaterial to financial success. Alex Chown, Research Associate, states that through this approach, it’s common for investors to overlook the affect the impact culture has on the directional success or failure of an organization—potentially giving an advantage to those that do.

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.

AUGUST 2019

Beyond Conversation: Gender Inclusion Now

Dr. Lisette Cooper, founder and CIO, presented the keynote address at the Impact Capitalism Summit, hosted by Big Path Capital. The theme of the conference focused on “Impact at Scale.” While there are many lenses that one could put on the topic of impact investing, Dr. Cooper focuses on a gender lens and shares actionable ideas that investors can implement to promote gender equality at scale.
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