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

By
Brian Levitt
| September 12, 2017
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
Markets & Economy

Performance dispersion among emerging markets can help active managers.

By
Krishna Memani
| July 18, 2017
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