Perspectives

Insights and Outlook

Investable Theme: Opportunities increasing for small caps tied to U.S. defense spending

The management team of the Small Cap Growth Strategy believes the increased spending in the U.S. defense budget is just one of a number of tailwinds helping today’s small-cap companies in the technology and services sector.

Insights and Outlook

ELECTION 2016 UPDATE: Analyzing the market impact

Election outcomes historically have caused short-term market volatility and we have identified a few key takeaways from this year’s results that may have market implications.

INSIGHTS AND OUTLOOK

Central banks remain key to market sentiment

Major global central banks face increasing evidence that their policies no longer are working as they had hoped -- and markets are watching.

Insights and Outlook

Global economic growth likely to improve in 2017

We believe global economic growth will improve in 2017 and may reach levels not seen since 2012-14.

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