Resource Search

With President Trump often communicating policy via Twitter, investors are once again finding messaging can be costly—one mere tweet from Trump blasting the pricing of an F-35 fighter jet caused Lockheed Martin to shed $2 billion of market value within minutes. Since the likely market outcome usually lies somewhere in between extreme bullish and bearish views, this edition of Global Foresight focuses on the prospects of President Trump’s legislative agenda and market valuations, as well as highlights some of the important developments outside of the U.S.

In the healthcare industry, a multitude of factors have driven a transition from a fee-for-service model toward a fee-for-value approach, which emphasizes the quality and outcome of care delivered. This emerging trend could present interesting investment opportunities that is also in alignment with the United Nation’s Sustainable Development Goal of good health and well-being. Beyond the steady rise in healthcare costs and increasing burden placed on consumers, three factors are believed to have advanced the adoption of a fee-for-value model.

The stock market abounds with colorful sayings that reflect the collective wisdom of decades of investment experience. For professional investors, these time-worn adages are reminders of sometimes-painful past market episodes and the unending challenge of getting the future right. But at the end of the day, can these slogans actually be useful in making investment decisions? Yes, but the best investment strategy is one that incorporates reasonable expectations for future market returns and establishes guardrails to avoid being swept up by the emotion that inhibits investment success.

Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors. Using statistical techniques and computer-assisted modeling, investment advisers are able to combine different types of assets such as stocks, bonds, cash, real estate, and hedge funds to create portfolios that claim to offer the best possible return for specified level of risk, or to minimize the amount of risk an investor must assume to achieve a specified amount of return.

To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process. As a part of that process, there are ten top ways that can help maximize value, including exercising discipline when reviewing a target’s commercial, operational and financial aspects.

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.

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 how the elections could impact the composition of the Supreme Court, legislative priorities for the next Congress and the U.S. Federal Reserve.

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 negative interest rate environment, there may be an even more important consideration for business school grads—to consciously forget much of what was taught in business school. This paper identifies several investing concepts broadly taught across the nation and preached on Wall Street.

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 prices high. That has helped Wall Street tremendously but has punished the average person saving for retirement. What we need now is economic growth, and fiscal and monetary changes from Washington, D.C. to reverse the low return environment.

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 delves into key themes for investing in the current environment. The main concerns for investors revolve around the rising U.S. dollar, monetary policy changes and the probable introduction of fiscal stimulus, and the path of earnings. Deciphering these themes will be important to investors, and only time will tell how they play out.