Investment management professionals are like physicians—we take care of our clients, not only of their wealth but also of their well-being, through the science of investing. Dedicated investment-management professionals ask, listen, empathize, educate, prescribe and treat.


Portfolio Management

  • Market Recap Friday, September 8, 2017

    In Brief U.S.: ISM PMI up 2.5% to 58.8; ISM NMI up 1.4% to 55.3; job growth has started to slow, typical in 2H of a business cycle Euro zone: Manufacturing sector underpinned solid growth of euro zone economy U.K.: Service sector growth slipped to 11-month low China: The PBOC halted initial coin offerings Second… Continue reading

  • Market Recap Friday, September 1, 2017

    In Brief U.S.: Hurricane Harvey hit insurance stocks and auto giants; U.S. nonfarm payrolls preview Euro: The euro hit a multi-year high after Draghi did not comment on the currency strength U.K.: Home prices reverse monthly rise Thoughts: M&A could be the biggest beneficiary from a tax cut on repatriated profits On the U.S. As… Continue reading

  • Market Recap Friday, August 25, 2017

    In Brief U.S.: PMI pop in August 2017 amid milder trend; dollar index clocks 15-month low EU: ZEW sentiment fading; sentiment also easing elsewhere in Europe; euro appreciation is a headwind to European growth; Eurozone manufacturing sector supports strong expansion of economy U.K.: GDP grew by 0.3% in 2Q17; pound edged up; composition of growth… Continue reading

  • Market Recap Friday, August 18, 2017

    In Brief U.S.: Home builder sentiment climbed in August 2017 and consumers still likely pent up demand for housing; 10-year breakeven inflation rate rose in July for the first time in five months; NAFTA changed U.S. trade with Canada and Mexico; dollar fell in July against most other currencies EU: The hard data released this… Continue reading

  • Market Recap Friday, August 11, 2017

    In Brief U.S.: Producer prices recorded the biggest drop in 11 months; productivity rose 0.9% in 2Q17, consistent with the climb in the JOLTS Quits Eurozone: Soft and hard data in Germany eased slightly but remain robust; Bank of France sees economic growth of 0.5% in 2Q17 U.K.: The Brexit dulled another quarter of the… Continue reading

  • Market Recap Friday, August 4, 2017

    In Brief U.S.: 10-year yield slips to lowest in a month; The DJIA closed above 22,000 for the first time; U.S. companies post profit growth not seen in six years; a very strong jobs report for a maturing cycle Manufacturing tailwind continues: Manufacturing in the Eurozone, U.K., and the U.S. continues to enjoy a significant… Continue reading

  • Market Recap Friday, July 28, 2017

    In Brief U.S.: Consumer confidence steadfast ahead of political turmoil; U.S. dollar weakened notably Eurozone: “Euphoric” soft data points and growth spurt loses momentum for second month running Germany: The Ifo business climate index rose to another record high at 116.0 in July; German private sector output growth eases in July France: July PMI to… Continue reading

  • Market Recap Friday, July 21, 2017

    In Brief Europe: Encouraging data now; ECB studying tapering U.S.: Inflation down; housing permits back up China: New data released; PBOC to coordinate work of new financial oversight body U.K.: Unexpected softer inflation in June LEIs: Global nominal reacceleration ending; real growth drivers needed Given the magnitude and pace of change in the technology sector,… Continue reading

  • Market Recap Friday, July 7, 2017

    In Brief U.S. growth continues to hum along at a moderate pace More hard evidence of European economic expansion Capacity, labor, and price pressures accruing in Japan In China government and private PMIs embody soft-landing The Brexit/politics dulled 2Q17 economic activity in the U.K. Equity markets performance was upbeat in 2Q17 U.S. government bonds rallied… Continue reading

  • Market Recap Friday, June 30, 2017

    In Brief Momentum equity style factor is outperforming, backed by a sustained economic expansion. Oil prices entered a bear market on concerns about higher-than-anticipated global supply. Baa spreads hit fresh lows. A notable Leadership shift since Comey’s Testimony in early June: Technology price looks corrective while financials are reaccelerating. Stock volatility is near an all-time… Continue reading

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