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Investment Insights – The Results Are In
Bank of the West
Markets, United States citizens, and most of the world watched anxiously as the U.S. election unfolded into a Donald Trump victory for President. Initial volatility has tempered, and as market
Investor Insights: Perspectives on the 2016 Election
NEPC
This webinar and presentation provides an overview of where we are today and views from the investment management industry on the impact of the election across the US, developed and emerging markets.
Water Investment Primer
Sonen Capital
The earth faces a tremendous challenge when it comes to water due to the supply and demand imbalance, the lack of substitutes, and the United Nation’s declaration that drinking water and
Not Your Typical Market Update: Reminder of the Virtues of Being Patient
Cook & Bynum Capital Management
Most market updates are preoccupied with shorter-term phenomena and near-term concerns. However, today’s realities are best assessed through a longer-term lens—one based on the goal of
Global Investment Management Quarterly Strategy Letter 2016 Q3
Bank of the West
In this quarterly investment insights report—“The Economic Case of Dr. Jekyll and Mr. Hyde”—is an examination of the uncertainty in the financial markets. It identifies and
Market Commentary 2016 Q3 - The Fed is Punishing Savers and Retirees
Scott Barrington
For eight years the Federal Reserve Bank has held interest rates abnormally low. The Fed's dual mandate of moderating unemployment and inflation seems to have morphed instead into keeping stock
Forgetting What They Taught You at Harvard Business School
Drew Mason
What They Don't Teach You at Harvard Business School was a New York Times best-seller that highlighted ingredients to success absent from America’s business schools. In today’s
Global Foresight 2016 Q4
Rockefeller & Co.
With the U.S. elections front and center in the minds of most investors around the world, we focus this edition of Global Foresight on the potential outcomes of the November 8, 2016 vote and discuss
Demographics and Your Investments
Rockefeller & Co.
David P. Harris, Chief Investment Officer, discusses how shifts in demographic landscapes can impact investments, with a specific consideration of aging populations in global markets.
Is it Over Yet? Thoughts on the Election and Markets
Atlantic Trust Private Wealth Management
On November 8, 2016, millions of Americans will cast their votes for the next U.S. President. In considering how the new political environment in 2017 will impact the investment landscape, it’s