Investment Advisor


JANUARY 2020

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

Doug Cohen, managing director, portfolio management introduces us to consensus views for 2020 that prolong the longest US economic expansion on record extending into its 12th year. New year consensuses favor dwindling recession indicators and stabilized credit conditions. In Part I of his observations, Doug also shares his take on the Fed, election odds, and investor sentiments around the bull market.

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.

OCTOBER 2019

Debating the Likelihood of an Economic Recession, Interest Rake Hike, and Inflation Acceleration

As we enter 4Q19, managing director Doug Cohen revisits his predicted probabilities from 1Q19 for the likelihood of an economic recession, a Fed interest rate hike, and inflation acceleration in 2019. Did Doug’s forecasts hold true?

SEPTEMBER 2019

Capitalizing Culture As An Asset

In an industry focused on developing variant perceptions, most investors tend to create variance through interpretations of quantifiable metrics—brushing off intangible factors as immaterial to financial success. Alex Chown, Research Associate, states that through this approach, it’s common for investors to overlook the affect the impact culture has on the directional success or failure of an organization—potentially giving an advantage to those that do.

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.
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