
INNOVATION FROM IDEATION
Our Ideas

Finish What Ya Started: Remembering Eddie Van Halen
October 12, 2020
While earnings may be starting to recover, a full and broad recovery may be dependent on a widely available vaccine.
While earnings may be starting to recover, a full and broad recovery may be dependent on a widely available vaccine.

October Digest
October 9, 2020
View the articles featured in the October 2020 Digest.
View the articles featured in the October 2020 Digest.

Unpacking the Wall Street/Main Street Disconnect
October 6, 2020
Ongoing abnormal market behavior reflects a reopening economy that is finding it difficult to fully recover without a widely distributed vaccine for COVID-19.
Ongoing abnormal market behavior reflects a reopening economy that is finding it difficult to fully recover without a widely distributed vaccine for COVID-19.

Our latest whitepaper explores the relationship between performance and five dimensions of gender equity, including women in leadership, access to benefits, pay equity, supply chain diversity and talent retention and culture.
Our latest whitepaper explores the relationship between performance and five dimensions of gender equity, including women in leadership, access to benefits, pay equity, supply chain diversity and talent retention and culture.

A Fiscal Vaccination
October 5, 2020
Fiscal policy may be key in helping bridge the economic gap between now and vaccine delivery
Fiscal policy may be key in helping bridge the economic gap between now and vaccine delivery

Don't Forget the Fundamentals
September 29, 2020
An outline of the tried and true techniques that have helped families transfer wealth tax efficiently for generations.
An outline of the tried and true techniques that have helped families transfer wealth tax efficiently for generations.

COVID-19, Concentration & Contention
September 28, 2020
The economy has recovered meaningfully, but the last leg of growth may be vaccine dependent.
The economy has recovered meaningfully, but the last leg of growth may be vaccine dependent.

Starting well in advance of year-end provides the time required to optimize tax-saving opportunities encompassing income, charitable gifts, trusts and estates.
Starting well in advance of year-end provides the time required to optimize tax-saving opportunities encompassing income, charitable gifts, trusts and estates.

The Autumn of Big Tech’s Dominance?
September 21, 2020
Lofty valuations from a cohort of growth stocks may set up value stocks to outperform.
Lofty valuations from a cohort of growth stocks may set up value stocks to outperform.

Peeling Back Market Dynamics
September 14, 2020
Recent market performance has partially corrected the outsized relative gains from growth stocks.
Recent market performance has partially corrected the outsized relative gains from growth stocks.

Growing public and regulatory pressure is increasing the availability of climate risk data and analytical tools, allowing asset managers to quantify risks and opportunities in security analysis, supporting their efforts to maximize risk-adjusted returns.
Growing public and regulatory pressure is increasing the availability of climate risk data and analytical tools, allowing asset managers to quantify risks and opportunities in security analysis, supporting their efforts to maximize risk-adjusted returns.

Where's the Inflation?
September 8, 2020
The Fed’s new inflation framework portends a more accommodative monetary policy supporting risk assets in the near-term.
The Fed’s new inflation framework portends a more accommodative monetary policy supporting risk assets in the near-term.