Our Ideas

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.

September Digest

September 3, 2020

View the articles featured in the September 2020 Digest.

Ultra-accommodative fiscal policy has been a tailwind for equities, but is starting to lose some steam.

Although significantly different than previous years, the Girls Who Invest program has been positive for two interns working with Glenmede this summer.

The S&P 500 has reached an all-time high, but there is a notable performance disparity within the index.

Gold has surged alongside growing money supply, but may have run too far, too soon. 

August Digest

August 13, 2020

View the articles featured in the August 2020 Digest.

As election season heats up, investors should consider the impact a change in regime may have on their portfolios.

Sizing Up Big Tech

August 3, 2020

After an incredible run of performance, Tech+ now accounts for over 40% of the S&P 500, representing a larger share of the index than it did during the Dot-Com Bubble.    

Reasons to avoid underweighting stocks following the market’s dramatic recovery.

Investors seeking more income may want to consider higher-risk investments in municipal high-yield bonds.

A surge of COVID-19 cases in some southern and western states could slow the recovery.