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We take great pride in our firm's intellectual capital.

Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

February 27, 2013: Thoughts on the Sequester

Thoughts from Our Domestic Equity Team As we approach the end of February it is becoming increasingly likely that the federal spending cuts commonly known as the sequester will go into effect as scheduled on March 1st. Media... Read more »

February 20, 2013: Climate Shift

Thoughts from Our Domestic Equity Team The National Climate Assessment and Development Advisory Committee (NCADAC) recently published a draft climate assessment report, engaging over 240 authors in its creation. Their conclusion... Read more »

February 1, 2013: Contracting Correlations

Thoughts from Our Domestic Equity Team Equity correlations are falling considerably as investors shift their attention from broad macro events to company-specific fundamentals. We find this to be encouraging for a couple of... Read more »

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