Strategy Commentary

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U.S. Equity Strategy

December 2018

The fourth quarter of 2018 was marked by significant market turbulence. Investor pessimism came from an array of issues, including unresolved trade wars, tariffs and interest rate increases.

International Equity Strategy

December 2018

An overabundance of geopolitical headlines, ranging from trade concerns to the continuing Brexit saga, shook global markets in the fourth quarter.

Concentrated Strategy

December 2018

The fourth quarter of 2018 was marked by significant market turbulence. Investor pessimism came from an array of issues, including unresolved trade wars, tariffs and interest rate increases.

Mid Cap Value Strategy

December 2018

The fourth quarter of 2018 was marked by significant market turbulence. Investor pessimism came from an array of issues, including unresolved trade wars, tariffs and interest rate increases.

Global All Cap Strategy

December 2018

An overabundance of geopolitical headlines, ranging from trade concerns to the continuing Brexit saga, shook global markets in the fourth quarter.

Global Concentrated Strategy

December 2018

An overabundance of geopolitical headlines, ranging from trade concerns to the continuing Brexit saga, shook global markets in the fourth quarter.

Global Strategy

December 2018

An overabundance of geopolitical headlines, ranging from trade concerns to the continuing Brexit saga, shook global markets in the fourth quarter.

International Small Cap Strategy

December 2018

An overabundance of geopolitical headlines, ranging from trade concerns to the continuing Brexit saga, shook global markets in the fourth quarter.

Japan Strategy

December 2018

An overabundance of geopolitical headlines, ranging from trade concerns to the continuing Brexit saga, shook global markets in the fourth quarter.

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