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Investment Quarterly
April 21, 2021
Engagement 360°
For active managers, engagement on environmental, social and governance matters should be constant and multipronged.
Investment Quarterly
January 27, 2021
New Beginnings, Familiar Challenges
We find a mix of optimism and stark realities as we move into 2021.
Investment Quarterly
January 27, 2021
Warning Lights as Speed Increases
Moving into the new year, the road ahead is opening up, but may require a degree of caution.
Investment Quarterly
January 27, 2021
Reading the Road Ahead
In this issue of Investment Quarterly, we present our outlook for the markets, consider the impact of climate on portfolios, and provide ideas on value and tax-efficient investing, as well as insights on charitable planning.
Investment Quarterly
January 27, 2021
Could Value Surge Ahead?
Leaning into cyclical value could prove beneficial this year, but we wouldn’t suggest leaving growth stocks behind.
Investment Quarterly
January 27, 2021
Climate Emerges From the Shadows
While the world has focused on the pandemic, actions on climate and advances tied to its investment impact have continued to move forward.
Investment Quarterly
January 27, 2021
Building Tax Efficiency Into Your Return Strategy
Attention to loss harvesting while deferring gains can reduce tax exposure and amplify potential for “take-home” return.
Investment Quarterly
October 14, 2020
Learning From the COVID-19 Crisis
Some thought that environmental, social and governance trends would take a step back in the pandemic, but we believe the opposite has occurred.
Investment Quarterly
October 14, 2020
A Bridge Across Turbulence
Remaining mindful of current market forces, but looking beyond them, may be essential to investment success from here.
Investment Quarterly
October 14, 2020
Durable Income: Finding Opportunity in Corporate Bonds
Amid uncertainty and low interest rates, quality corporate bonds can play a key part in diversified portfolios.
Investment Quarterly
July 09, 2020
Regime Shift in Equities: Digital Takeover
The pandemic has triggered enormous disruption, accelerating existing investment themes and facilitating new ones.
Investment Quarterly
July 09, 2020
Philanthropy Adapts to the Pandemic
A unique environment is challenging nonprofits as never before, but organizations, volunteers and donors are finding solutions.
Investment Quarterly
April 16, 2020
Capturing the Potential of ‘Big Data’
Drawing investment insights from digital information is all the rage, but analysis and execution may be crucial to achieving success.
Investment Quarterly
April 16, 2020
Investing Through the Pandemic
The health crisis and its aftermath will take time to resolve. Understanding the dynamics and focusing on the long term can help investors stay the course.
Investment Quarterly
January 09, 2020
In Small Caps, Be Wary of ‘the Market’
Looking past indices and taking a long-term perspective are keys to investment within U.S. small-cap equities.
Investment Quarterly
January 09, 2020
Demystifying Private Markets
Characteristics, forces behind their recent boom, and circumstances in which they may “work” for individual investors.
Investment Quarterly
January 09, 2020
Looking Out for Political Risk
Elections, policy and protests could have a major impact on markets in 2020.
Investment Quarterly
January 09, 2020
Why WeWork Didn’t
The rental company’s IPO debacle highlights the importance of fundamental research and corporate governance.
Investment Quarterly
January 09, 2020
Caution, Politics Ahead
After a standout year, markets remain healthy but could face new disruptions.
Investment Quarterly
January 09, 2020
Investing in Innovation
Technological change is creating new thematic opportunities across markets.
Investment Quarterly
October 10, 2019
Rebalancing and Taxes: A Classic Conundrum
Resetting portfolio exposures periodically can help minimize the pain of taxes.
Investment Quarterly
July 26, 2019
Investment Quarterly: Summer 2019
In this issue of Investment Quarterly, we offer perspectives to help investors navigate the currently shifting climate and ongoing challenges in seeking to maintain and build wealth.