Portfolio Management

If International Equities Outperform, Will You? November 01, 2019

Posted by Bryce Coward, CFA in Portfolio Management

I wrote a week ago about how international equities may be finally getting the help they need to break the back of a long-term underperformance trend. It’s a trend that has caused international stocks to underperform US stocks in eight of the last eleven years….

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Mid-Quarter Update & Slides: Escalation June 04, 2019

Posted by Knowledge Leaders Team in Economy, Markets, Portfolio Management

In this mid-quarter update, entitled “Escalation,” we discuss the backdrop of escalating trade wars and our belief that the environment is more favorable for US Treasury bonds relative to stocks. The trade war is escalating at a time of weakening global growth, thereby weighing further…

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