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Markets & Economy

What Amazon’s rise means for the future of retail, and how the competition is responding.

By
Brian Levitt
&
Gregory Brown
| September 19, 2017
Markets & Economy

We believe in resisting the temptation to respond to events in the short run.

Markets & Economy

We address what we believe are misperceptions that the U.S. debt is out of control.

CIO Insights

Here are the signs we believe will portend the end of this bull market.

By
Krishna Memani
| September 11, 2017
Markets & Economy

We think investors should look past September’s historically negative reputation.

By
Brian Levitt
| September 07, 2017
Markets & Economy

Here's what today’s market has in common with the 1990s rally, and where the similarities end.

By
Brian Levitt
&
Gregory Brown
| August 30, 2017
CIO Insights

The odds that Janet Yellen stays on as Fed Chair after her term expires in 2018 just went down.

By
Krishna Memani
| August 28, 2017
Markets & Economy

While tech valuations are high, we see important contrasts with the 1990s tech bubble.

By
Brian Levitt
| August 17, 2017
Markets & Economy

If the least loved bull market of our time won’t die of old age, what will cause its demise?

By
Krishna Memani
&
Brian Levitt
| August 15, 2017
Markets & Economy

We believe the best strategy for long-term investors is to have a plan—and stick to it.

By
Brian Levitt
| July 31, 2017
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