Market Thoughts: A weighing machine

Watch or read, as our Chief Investment Officer Richard Madigan discusses that after a fourth quarter marked by panic selling an…

Fixed income biases--how they may affect your portfolio

We’re all prone to biases of some sort, but they can have consequences in investing. Here are some common fixed income…

The future looks bright for technology companies—and thei…

As individuals and industries come to rely more on digital connectivity, opportunities for growth and disruption follow

Just Do It: On the political economics of wealth and…

Be aware of distorted facts in tax rate debate, and pointed questions about widely reported research on wealth shares.

Portfolios with purpose

Sustainable investing seeks to balance your financial well-being with the greater good. See how it might fit your objectives

Markets are nervous, but you don’t have to be

Defining your goals and understanding your time horizon can help relieve anxiety during uncertain times, and even reveal…

GIO quarterly update: Our top ideas for 2019

As we enter the new year, we stand ready to help you navigate the increasingly more complex and volatile markets. Here, we shar…

Fixed income investing in 2019: rethink your risk

With expectations for bumpy times ahead, invest conservatively and trade opportunistically.

An early 2019 outlook amidst market volatility

At the dawn of 2019 there is already a lot to consider for market positioning. Have these developments affected your positioning?

Equity investing in 2019: buckle up

We anticipate bumpy times for equities in 2019. So what opportunities are we looking for in these uncertain markets?

What does market volatility mean for you?

This market presents both risk and opportunity. Here’s how we are navigating today’s environment.

Bear market barometer

For the first time in years, stock and bond valuations are below median, pricing in pessimism instead of optimism.

Recent volatility—here’s what you need to know

Stocks are swinging on news about trade wars and the Fed’s rate hike cycle, but some trends offer clues about what is really to…

Europe's technological future

Companies throughout Europe are building on the region’s rich heritage of innovation across a wide range of industries.

Good luck with that

With the global stimulus cycle coming to an end, next year could look very different from this one. And then there’s 2020.

Cybercrime: From threat to opportunity

The race to safeguard data could generate meaningful gains for investors.

Municipal bonds: Don't call it a comeback

The post-recession news has been all about equity gains. But now a staunch, fixed income investment may be ready for its…

Be prepared for the trade talks

The G20 meeting and scheduled talks between Presidents Xi and Trump represent an important milestone in the current trade…

Presidents Xi and Trump at no ordinary G20

The meeting of Presidents Xi and Trump in Argentina was very closely watched, given the context of the recent US-China trade…

Private equity dry powder: implications for investors

As investment funds pour into private equity, large pools of capital remain unspent. Let’s dig into some data to find out what…

Next-generation vehicles may be the next "gold rush"

Investors seeking pay dirt from the shift to electric and autonomous vehicles might be wise to ignore the big automakers and…

The importance of a late-cycle bond strategy

The recent bouts of late-cycle volatility in global stock markets have underscored the importance of holding bonds as a…

How business cycles end: Implications for investors

The long bull market in equities may be ending. But profits and the economy often grow even after a market peak. Here’s what it…

In Focus: As data privacy concerns heighten, software…

With recent regulatory developments around data privacy, we believe significant investment in data protection is the new norm.…

Factors: Being Active About Passive

Our process and our team have changed as markets have evolved. Learn how we stay at the forefront of the industry.

Market Thoughts: Pace matters. So does endurance.

Pace matters. So does endurance...reminders for marathon runners. Also applicable as guiding principles when managing money.

The final act?

How to position your portfolio as the economic cycle enters its later stages.

Correction or collapse?

We expect US stock markets to regain strength after a short-lived sell-off, a view supported by fundamentals that remain healthy.

Meet the Manager: Leading the charge

Europe leads the world in socially responsible assets under management. We talk to an innovative London-based firm that’s…

Costa Rica: Fiscal Challenges Mount

Costa Rica’s fragile fiscal condition has deteriorated materially in recent years to become the country’s most pressing economi…

The future of healthcare

Breakthroughs in medical research, along with shifting global demographics, could lead to long-term upside in the healthcare…

U.S. cyclical momentum reaffirms the Fed’s mission

Turkey’s currency crisis and U.S. economic factors aren’t likely to slow Fed tightening. We outline the implications for global…

Do the midterm elections matter?

For policy, yes. But for your portfolio, probably not enough to derail your investment plan.

Emerging market opportunities amidst trade wars

The current fundamental backdrop remains supportive for emerging markets and many of the recent headwinds are likely to…

Interest Rates: Causes and Effects

After many years in which interest rates were very close to zero, global economic conditions have changed and rates have begun…

The British pound: volatility and opportunity ahead?

With the United Kingdom poised for a softer Brexit and heightened political risk, you may want to reconsider your position on…

Why alternatives matter

Among several other key trends, a better environment for hedge funds could help improve your long-term strategy.

Trade War: Winners and Losers

Are trade wars something good and easy to win? Market never saw it that way and believes that in trade wars everyone loses.

Trade strains risk globalization gains

Trade tensions threaten the long-term outlook for globalization. What does this mean for your portfolio?

Focus on the fundamentals

The strong global economic environment continues to provide a supportive backdrop for equities.

On a roll

Corporate simplification has accelerated in Europe, presenting compelling investment opportunities across many industry sectors

Understanding the importance of global diversification

When investing in unpredictable global markets, it’s wise to think strategically and focus on the long term.

Basketball icon David Robinson passes his values forward

Striving to be a blessing to others—and to teach his children to do the same

Q1 Checklist: Seven actions to start the year off right

Our guide to making—and keeping—one of the best resolutions: getting your financial house in order.

Teach children 7 skills to empower them in money matters

You can start as early as age 3. But it’s never too late to engage.

Who will take your company into the future?

Around the globe, nearly half of all founders say “my children”; in Asia, that number is 91%

From startup, to buildup, to the next unicorn. Your company?

Find out what it takes to get to the big IPO, and beyond.

Be sure to take your RMDs on time

Before the year ends, you must withdraw your required minimum distributions from your retirement accounts – with very few…

The UK Essentials List: Winter Update

As the nights draw in and you and your family prepare for the festive season, now is a great time to think about your big picture.

Your 2018 tax strategy: What’s different?

The new tax law got rid of many deductions, but there some are new opportunities and classic techniques that can help you…

How not to overreact when markets are volatile

Why we’re programmed to overreact during market volatility—and how you might use big swings to your advantage by staying the…

Opportunity Zones: Great promise. Current confusion.

Social Security is important, even for the wealthy

Social Security should be a factor in holistic discussions about your goals in general and retirement in particular.

Opportunity Zones: New rules. New opportunities.

Treasury released its first set of proposed regulations on these new, tax-advantaged investments. Still more clarity is wanted.

Mind over money

Our financial thoughts and behaviors are often at odds with our goals. Here’s how to bring them into better alignment.

Your child asks about your wealth. What do you say?

You don’t have to fumble for an answer. Here’s one father’s story and an expert’s insights.