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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.
 

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October Digest

October 9, 2020

View the articles featured in the October 2020 Digest.

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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.

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Gender Lens Investing in Public Markets: It’s More Than Women at the Top

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. 

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A Fiscal Vaccination

October 5, 2020

Fiscal policy may be key in helping bridge the economic gap between now and vaccine delivery

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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.  

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COVID-19, Concentration & Contention

September 28, 2020

The economy has recovered meaningfully, but the last leg of growth may be vaccine dependent.

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2020 Year-End Tax Planning

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

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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.

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Peeling Back Market Dynamics

September 14, 2020

Recent market performance has partially corrected the outsized relative gains from growth stocks.

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Climate Change: Harnessing the Power of Public Capital Markets

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.

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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.

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