Factor


JANUARY 2020

Part II: Record Economic Expansion and Reduced Recession Indicators Drive Consensus Views for 2020

In the second and final synopses of his market outlook, Doug Cohen, managing director, portfolio management addresses lingering consensuses surrounding geopolitical shocks, overseas market performance, stocks and earnings, and trade policy concerns.

FEBRUARY 2017

Diversification, Active Management in Focus Amid Shifting Landscape

To many observers, the election results extended an eight-year ascent for US equities. Now that the so-called “sugar high” seems to be receding, however, discerning fund managers are starting to look a little more closely at the longer term impact.