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Equities

Major policy changes, political events, global economic developments and emerging market trends can create implications for investment opportunities across sectors. Our analyses on equities offer perspectives to help you get a better pulse on the market.
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windsurfer in ocean

Multi-Asset Portfolio Management: Combining Prudent Investing With Timely Execution

Fort Washington's Multi-Asset approach overcomes shortcomings associated with traditional balanced stock/bond portfolios while adding value through active management. Improper measurement of risk and an inability to actively allocate risk can yield disappointing results, and the COVID-19 crisis is the latest example of this. Fort Washington employs two proprietary tools designed to overcome this.

Fixed Income, Equities
oil is down but not out oil refinery

Oil Is Down... But Not Out in the Tail End of the Age of Abundance (Part 1)

OPEC is being reborn, and despite the tremendous drop in demand for oil and oil products, long-term fundamentals for oil have improved as the price of the commodity has collapsed. Allocating to high quality oil-exposed equities is beginning to look like a compelling opportunity for long-term investors.
Equities, Policy
oil is down but not out oil refinery

Oil Is Down... But Not Out in the Tail End of the Age of Abundance (Part 2)

OPEC is being reborn, and despite the tremendous drop in demand for oil and oil products, long-term fundamentals for oil have improved as the price of the commodity has collapsed. Allocating to high quality oil-exposed equities is beginning to look like a compelling opportunity for long-term investors.
Equities, Policy
closed cafe

How Will Small Businesses Withstand the Pandemic?

Small businesses have been significantly affected by the lockdown due to the coronavirus pandemic. The federal government has prioritized these businesses, passing a second bill supplementing the Paycheck Protection Program (PPP). However, opinions on PPP vary. In the first quarter, many larger cap stocks outperformed small cap stocks, but small caps have shown signs of recovery.
Markets, Policy, Equities
explorer in cave

Exploring the Benefits of Profitable Small Cap Stocks

Small cap stocks have generated attractive investment returns over the long term. In addition, the profitable segment of small cap stocks has outperformed unprofitable small cap stocks with significantly lower volatility over time. The Fort Washington Small Company Equity strategy only invests in profitable small cap stocks, avoiding unprofitable small cap stocks and reducing the risk levels of investing in small cap stocks. 
Equities
braided water

COVID-19 Update From Our Equity Managers

The coronavirus situation continues to evolve rapidly, and the full impact of the virus is unknowable at this point. Odds are high that volatility will continue, and our equity managers break down what this means for Fort Washington’s equity strategies. 
Equities
uncovering opportunities

Uncovering Inefficiencies in Small Cap Stocks

Our latest white paper explains our belief that small cap stocks are an inefficient asset class and that the key to capitalizing upon these inefficiencies is through the application of a consistent, differentiated approach that focuses on downside risk. 
Equities
diving as an example of persistence

Sizing Up Small Cap Stocks

Small cap stocks have generated attractive investment returns relative to other asset classes and stock market capitalization segments over time. We offer a look at inefficiencies within the asset class and drivers of small cap returns. 
Equities
slackline as an example of a tipping point

Markets Signal a Possible Tipping Point

Plunging bond yields and heightened stock market volatility have caused investors to worry. Our view is a further slowing of the economy is likely, but we do not yet see signs of recession.
Markets, Fixed Income, Equities
lighted tunnel

FERC Strikes Again & Pandora's Box Was Already Opened

In July, FERC offered up another surprise to the MLP market, after already causing turmoil in March when, during market hours, they announced a major policy change.
Equities
Crude oil pipes - Midstream Energy

Dividend Trap or Compelling Total Return Opportunities?

Late in November of 2014, OPEC started what has become a prolonged battle for market share — a process that has been anything but predictable.
Equities
FANG in value portfolio

FANG in a Value Portfolio?

It is important that value investors consider high quality companies with growth prospects that are protected by barriers to entry.
Equities
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