Our Ideas

The onset of further stimulus will likely prime the economy for substantial spending during a vaccine-driven recovery.

Hints of SPAC-ulation?

March 1, 2021

Investors should tread carefully with SPACs, as costs and dilution post-merger may be larger than those borne via traditional IPOs.

At the end of the day, you have to “live” your portfolio every day, week, month, year and decade, which is why our goal is to construct portfolios investors can stick with — in good times and bad.

Happy 65th Birthday, Glenmede

February 25, 2021

Amidst market turmoil and financial crises over the past two decades, Glenmede has maintained a focus on providing our clients with an exceptional level of service and performance over the long term, always striving to make the partnership with our clients even stronger.   

The April 15th tax filing deadline is fast approaching, making now an opportune time to consider some things that could affect your 2020 tax returns. Many 

Measuring the Return to Normal

February 24, 2021

The onset of the COVID-19 pandemic last March revealed that markets were moving fast and reacting to real-time data. Recognizing that many of the economic indicators were not timely enough in a pandemic environment, Glenmede introduced its proprietary Reopening Index. 

Reflation Preparation

February 22, 2021

Investors looking for value in an increasingly expensive marketplace may find opportunities within real estate.

Strategy House Rock

February 15, 2021

While the economy continues to recuperate, herd immunity could hold the key to a more complete and broad-reaching recovery.  

Continued vaccine rollout efforts and achieving herd immunity will be crucial for economic reopening and the ongoing earnings recovery.

Revenge of the Herds

February 1, 2021

Risky retail trading hints at over-confidence, and underlines the value of a robust due diligence process/appropriate risk controls.

While earnings are improving, a full and broad recovery may depend on a return to “normal”. 

The case for bitcoin is predicated on its rise to rival fiat currencies, an outcome that remains quite uncertain, if not unlikely.