2Q:2018 Quarterly Update – Divergent Trends Emerge in 2Q

US equity markets climbed higher in the second quarter, outperforming non-US developed and emerging markets. With investor appetite gravitating toward domestically oriented companies, smaller-cap stocks outperformed mid and large caps. Value names outperformed in small cap, but growth stocks beat in mid and large. Core bonds were slightly negative while convertibles posted healthy positive returns, […]

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 […]

1Q:2018 Quarterly Update – Selection Key as Volatility and Correlations Rise

Global markets ended lower in the first quarter. US equities started the year strong, boosted by strong economic growth and robust earnings, but retreated in February and March. Most noteworthy was a return in equity market volatility, as measured by the CBOE VIX Index, which hit its highest level since August 2015. Against this backdrop, […]