Market surprises can favor the prepared

12/23/2014

While companies strive to meet market expectations, it's often the unexpected changes in markets that can create opportunities for active managers.

Investing for growth even when businesses don't

11/20/2013

Despite the recovering economy, capital spending by U.S. businesses has yet to pick up in a meaningful way. Businesses still ...

Fed policy had impact on equity sectors

11/16/2012

Financials and consumer discretionary stocks performed well in the risk-on environment of the third quarter. Also among cyclical stocks, we ...