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Convertibles Resume their Historic Strategic Role

In a Rising Interest Rate Environment, Convertibles Offer Lower-Risk Equity and Higher-Returning Fixed Income Exposure KEY TAKEAWAYS Convertibles are more attractively valued than low volatility equity indexes Convertibles have less interest rate risk than straight bonds Record new issuance creates more opportunity for “balanced” managers SMID issues dominate, creating exploitable inefficiencies March 2018 marked the […]

NYCEDC’s “Blockchain Week New York City”

KEY TAKEAWAYS Enterprise interest in blockchain technology continues to broaden Deployment of blockchain technology in supply chain management is accelerating Protocol-level technology innovations will enable broader adoption Interoperability of multiple specialized blockchain protocols is likely future Blockchain continues to capture market attention. Technology specialist, Emmy Sobieski, shares her insights of the unfolding news and trends […]

Where Are Most Exceptional Growers?

KEY TAKEAWAY: To potentially generate above-average returns, investors may need to look for “Top Growers,” which were concentrated in smaller-cap companies and in the most innovative sectors over the last three years. As a dynamic growth investor, we believe finding companies that can deliver and sustain earnings growth is a vital part of the investment […]

Consultant Recognizes Need for More Women and Minority-Owned Investment Managers

We are passionate about promoting gender diversity in investment management. An encouraging trend, some institutional investors and their advisors are also embracing this topic. Wilshire Consulting, an influential investment consultant with approximately $7 trillion in assets under advisement, recently announced a new initiative “aimed to deliver fresh perspectives to client portfolios and promote manager diversity.” […]

Blockchain Technology: Looking Beyond Bitcoin

As early investors in so many of the new, dynamically growing companies with technologies and services that have transformed our lives across so many industries, we are well aware of the opportunities—and disruption—created by transformative innovation. Blockchain technology reminds me of the early days of the internet, the “dot-com era.” It holds lots of promise, […]