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By Brent Puff - April 2019
Co-Chief Investment Officer Gregory Woodhams explains why this second round of tariffs could be more damaging than the first.
U.S. stocks declined significantly as investors grew concerned about whether the recent "truce"
would hold between the U.S. and China in their ongoing trade conflicts.
December 4, 2018
Emerging market debt was the subject of much scrutiny in the third quarter, but Sr. PM Margé Karner believes that too many investors were painting with a very wide brush. Hear her thoughts on current valuations and how to pick your spots for exposure in a Q4 2018 outlook video.
November 26, 2018
Despite the first quarter market rally, Global & Non-U.S. Equity Portfolio Manager Brent Puff notes slowing global growth.
Despite a disjointed and volatile economic backdrop, Portfolio Manager Brent Puff remains optimistic on the 2019 outlook for equities. One issue, however, did surprise him in the third quarter of 2018.
October 31, 2018
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