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.

Sizing Up Small Cap Stocks

Jason Ronovech September 16, 2019

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

Nick Sargen August 22, 2019

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

FERC Strikes Again & Pandora's Box Was Already Opened

David McColl August 1, 2018

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

Dividend Trap or Compelling Total Return Opportunities?

David McColl April 30, 2018

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 a Value Portfolio?

Jamie Wilhelm & Dan Gibson January 22, 2018

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

Equities