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By Brent Puff - April 2019
In 2019, we are seeing emerging markets investors focusing more on the bottom up—for stocks that will outperform—and less on just headline news.
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
Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.
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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