Portfolio Management


SEPTEMBER 2019

Investing in International Equities: What's the Point?

Erick Rawlings, Managing Director, Research, discusses the rise of positive returns in US equity markets compared to foreign equities. This led Erick and the Athena Research team to investigate whether the asset class is due for a rebound, or, if investing abroad is fruitless, given the diminished correlations benefit.

SEPTEMBER 2019

Summertime and the Livin’ is Easy? Three Takeaways from the Market Movements of Summer 2019

Managing Director Doug Cohen's latest market update cites that, if nothing else, August was a reminder that we are seemingly always just a tweet away from a new market narrative. Doug cites the continued evidence of slowing global economic growth by the Fed’s rate cut and the renewal of trade tensions as causes of negative economic headlines that appear to be taking a toll on business capital spending.

JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part I

Doug Cohen, managing director, portfolio management, attended the 2019 Aspen Ideas Festival. In this first series of synopses, Doug shares key observations and takeaways from sessions covering political innovation to save our democracy, Valerie Jarrett’s recently published memoir, and the republican party in the age of Trump.

JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part II

Doug Cohen, managing director, portfolio management, shares insights from the Aspen Ideas Festival, from a path forward on economic policy to how Gens X, Y, and Z will shake up our politics.

JULY 2019

Takeaways from the Aspen Ideas Festival: American Renewal, Part III

Doug Cohen, managing director, portfolio management, attended the 2019 Aspen Ideas Festival. In this last in a series of observations from sessions covering the topic of American Renewal, Cohen summarizes a conversation with Paul Ryan and two Fortune 500 CEO’s who advocate for companies to “do the right thing.”
MORE