Investment Insights

To help you stay informed, we regularly provide updates on the global economy and capital markets, and share our current view of how certain investment trends may impact your portfolio moving forward. Get our latest views on the global economy and how we see the current situation impacting the investment climate.

Spring 2020: Into the "Known" Unknown!

COVID-19, a blimp-sized Black Swan, has landed in the backyard of every economy in the world. What should you do now? How should you invest during a crisis? While investors should never be surprised by downturns, understanding history and the stages of business cycles can be very helpful for preserving capital and preparing for the opportunities often triggered by an economic crisis.

Fall 2019: The Power of Truth: For Life & Your Portfolio Too!

by John R. "Jack" Hooper, Chief Investment Officer In the twelve months since our last annual 3-5 year outlook, we’ve been observing a combination of market conditions that share many of the features that have historically been points of extreme market risks. There are thousands of available data points that…

Fall 2018: Rise of the Global Consumer: Preparing for the Road Ahead

by John R. "Jack" Hooper, CEO and Chief Investment Officer Key Takeaways: Consumer spending, long a driver of the global economy, is undergoing sweeping change. From the United States to China, a shift in the way people spend money is underway and its impact on the world's economy could be…

Fall 2015: Growing & Protecting Wealth in a Lower-Return World

by John R. Hooper, President & CEO While maintaining a diversified portfolio may have gone out of fashion this past year as U. S. stocks soared to record highs, it appears this time-tested approach to creating wealth and achieving important goals may be coming back in style as investors look…

Fall 2019: The Power of Truth: For Life and Your Portfolio Too!

In the twelve months since our last annual 3-5 year outlook, we’ve been observing a combination of market conditions that share many of the features that have historically been points of extreme market risks. There are thousands of available data points that investors often quote, most without having the faintest idea of how they are related to subsequent outcomes. Unfortunately, much of this data is just noise.