Articles

Chat with the CIO: The Strangest Recession in History Creates a Messy Inflation Puzzle

This quarter features a point-counterpoint with Frank Marcoux, CFA, SVP & Portfolio Manager - Sustainable, Responsible and Impact...

Deconstructing Small Cap & How ESG Scoring Can Mitigate Risk

Osman Akgun, PhD, CFA, Vice President, Domestic Equities June 30, 2021 Small cap stands for small market capitalization, where a...

Growth vs. Value: Past, Present & Future

Joanne Howard, CFA, SVP, Investment Counselor and Portfolio Manager June 30, 2021 The Value vs. Growth rotation and the reflation trade...

The Case for Net Lease Investments in a Low Yield World

Jamil Harkness, Research and Performance Associate, Real Estate June 30, 2021 In a nearly yield-less bond environment, the need for fixed...

Closing Brief - Bailard’s View on the Economy: A Well-Fed Market

Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist - Wealth Management, and Portfolio Manager - Sustainable, Responsible...

Chat with the CIO: Tech for the Long Run

This quarter features Chris Moshy, Senior Vice President, Domestic Equities and Chief Investment Officer, Eric P. Leve, CFA, as they dive...