Author: Madison

What a difference an election can make.  Following an especially contentious election cycle, US equity markets rose on the promise of pro-business rhetoric relating to the three “R’s”: repatriate (of corporate cash held overseas), reform (tax reform in specific), and repeal (Obamacare).  The best performers...

Since 2012, investors whose asset allocations have focused primarily on the US equity markets have been the beneficiaries of robust returns, as US large and small capitalization firms have bested their overseas peers and fixed income investments.  Although globally diversified portfolios have lowered investor returns...

The 2016 Annual Report for Capital Group’s Growth Fund of America had an overarching theme that the team wanted to address: market volatility.  More importantly the team shed some light on how it combat’s the market’s ups and downs by aiming for consistency in results. ...

"Some people will tell you there is a great deal of poetry and fine sentiment in a chest of tea.”  - Ralph Waldo Emerson In the spirit of the season, we thought you might enjoy learning a little something about teas. Prolific and distinguished author and...

Artisan International Fund, Mark Yockey, CFA, Charles-Henri Hamker, Andrew Euretig on finding growth oriented investments in a low-growth world: “Despite central bankers’ best efforts, the persistently low-inflation macro backdrop continues to put downward pressure on prices, contributing to a general scarcity of top-line growth. In that...