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Various periods in history have been marked by fears of trade wars. Indeed, the cover of Time magazine on October 7, 1985, depicts Uncle Sam with arms outstretched as if to stop free trade dead in its tracks, amidst the caption, “Trade Wars.” However, before and since that period, and for much of...

Does it seem like technology is moving faster over time? It’s not your imagination; it is. Innovations are being developed more quickly and diffusing through our society more quickly than ever before with dramatic consequences for economic growth and investing.

Two months ago, we adopted a cautious stance on the European equity markets, in order to reduce our exposure as the first signs of a trade war began...

Unlike in the United States, eurozone growth is running out of steam (the consensus has already been revised down from 2.4% to 2.3% for 2018), while...

On 22 June, the main oil-producing countries outside the developed world met in Vienna to discuss a potential increase in production quotas. Much...

Contrary to popular belief, focused portfolios, or those with 50 or fewer securities, have not historically produced more risk than traditional portfolios over 3-,5-, and 10-year periods according to a recent Greenwich Associates study. Additionally, institutional investors believe such portfolios...