2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
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Key ESG Engagement Questions - Financial Sector
Directly engaging with companies is often the solution to better understand risks, cultures and operational performance. In instances of ESG...
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Global Equity Strategy
Global equities continue to stabilize, with the MSCI ACWI’s 50-day moving average acting like a magnet as prices have oscillated above and below...
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2017 Chart Based Portfolio Returns of 16% and 6%
To close out 2017 we wanted to review some of our best and worst calls for the year. Closed position return was 16.29% and current open positions...
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Fed and IPhone X
Overnight Update: Jerome Powell is nominated by President Trump as the new Fed Chairman. Apple's iPhone X...
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