Tit-for-Tat Trade War?

Todd McClone, CFA, Partner
Global Equity

There’s been a lot of talk and some action on trade from the Trump administration. How significant is the trade picture to emerging markets, how concerned should investors be that trade war rhetoric will escalate?...

Long-Term Focus with an Eye on Washington

Jim Golan, CFA, Partner
U.S. Equity

As bottom-up, fundamental investors focused on the long-term—three to five years—we tend not to position the portfolio around macro events. At the same time, given the potential for meaningful policy changes under the new U.S....

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