Our Ideas

Expect the rebound in earnings to continue into the back half of 2021, supporting equity markets both at home and abroad.

Gordon Fowler, President and CEO hosts Marion Pepper, Ph.D., Associate Professor in the Department of Immunology at the University of Washington School of Medicine, for a timely and informative discussion.

The infrastructure spending portion of Biden's American Jobs Plan could help smooth the path to a new, sustainable economic cycle.

The optimistic outlook driving risk assets appears justified, with a primed economy ready for takeoff in the back half of this year

A Road to Recovery

March 29, 2021

Value continues to benefit from relatively attractive valuations, improving fundamentals and interest rate tailwinds.

 Good governance practices not only help members be responsible stewards of the assets they oversee but help establish a strategic decision-making and administrative framework that keeps the organization moving forward in service of its mission.

Market acceptance of SPACs as viable long-term vehicles may result in the acceleration of mobility solutions at scale, serving as a crucial contributor to harnessing investors’ ability to combat climate change in the decades ahead.

To take advantage of Florida’s benefits requires meticulous attention to changing domicile and the details, documentation and intent required to do so. 

We are pleased to announce the appointment of Linda Manfredonia as Regional Director of Glenmede’s Wilmington office and President and CEO of The Glenmede Trust Company of Delaware (GTCDE). 

The Big Dance

March 22, 2021

Rising yields have yet to become overly punitive for the economy and risk assets, but 2.5% on the 10yr may be a key threshold

If you have been thinking about saving for your child’s or grandchild’s college education, it may be time to consider a 529 plan, or qualified tuition plan.

Expect the Fed to follow a 3-phase plan of forward guidance, gradually tapering bond purchases and rate hikes.