Beyond Bulls & Bears

Category: Education

Quick Thoughts: The Opportunities in Innovation
Equity

Quick Thoughts: The Opportunities in Innovation

Our recent investing in innovation roundtable confirmed that investing in innovation requires intuitive and fundamental knowledge. Matt Moberg, Senior Vice President and Portfolio Manager for Franklin Equity Group, Aram Green, Portfolio Manager and Managing Director for ClearBridge Investments, and Chief Market Strategist and Head of Franklin Templeton Investment Institute discuss areas to find equity market inefficiencies.

Stephen H. Dover, CFA |
Quick Thoughts: Blockchain Innovates and Disrupts
Alternatives

Quick Thoughts: Blockchain Innovates and Disrupts

Blockchain has the potential to launch a new global digital renaissance, transforming financial services, supply chains, healthcare, backend offices, and more.

Stephen H. Dover, CFA |
Quick Thoughts: How Might the Markets React to Changes in Personal Taxes?
Perspectives

Quick Thoughts: How Might the Markets React to Changes in Personal Taxes?

Can President Joe Biden muster the votes to raise personal income and capital gains taxes, and if he can, will stocks tumble? Our Chief Market Strategist Stephen Dover discusses.

Stephen H. Dover, CFA |
Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth
Perspectives

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth

Multiple leadership and diverse views steer how we invest in our global economy. Our recent macroeconomic investment roundtable with three of our autonomous investment managers found commonalities and disagreements on the path for global economic growth. All agreed that global growth will be significant this year, but there is some disagreement as to how persistent it will be. Our Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.

Stephen H. Dover, CFA |
Quick Thoughts: Be an Ally to Women Entrepreneurs and Herstory
Perspectives

Quick Thoughts: Be an Ally to Women Entrepreneurs and Herstory

Chief Market Strategist Stephen Dover believes addressing gender parity issues is not only the right thing to do, but it also creates greater outcomes and returns. Women as investment leaders, entrepreneurs, and venture capital decisionmakers are fundamental for a more sustainable world. By managing gender biases, wealth, and social networks, we can be an ally for gender parity.

Stephen H. Dover, CFA |
Quick Thoughts: The Birth of Global Tech Continues
Equity

Quick Thoughts: The Birth of Global Tech Continues

From cloud computing and automation to self-driving cars, technology continues to be one of the world’s hottest sectors. Our Chief Market Strategist Stephen Dover and Portfolio Managers Donald Huber and John Remmert believe active investing in technology and innovation is a global story, and government support and spending in next-generation technologies is likely a long-term positive.

Stephen H. Dover, CFA |
Quick Thoughts: Cryptocurrency Fascination
Alternatives

Quick Thoughts: Cryptocurrency Fascination

Our Chief Market Strategist Stephen Dover believes cryptocurrency (crypto) is evolving into its next cycle of innovation. As an integral foundation for an alternative financial and internet ecosystem, crypto’s disruptions, opportunities, risks, and long-term implications are worth watching.

Stephen H. Dover, CFA |
A Taxing Subject: Tax Implications for US Investors Under Biden
Education

A Taxing Subject: Tax Implications for US Investors Under Biden

Changes in government inevitably bring new priorities and policies, one being the area of taxes. Fiduciary Trust International Managing Director Craig Richards examines possible tax implications for individuals under President Joe Biden’s new administration.

Craig Richards, CPA, PFS, CFP |
Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth
Fixed Income

Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth

Our Head of Equities, Stephen Dover, and Western Asset’s CIO, Ken Leech, believe global stimulus and the likely longer availability of zero or negative interest rates will support the path to growth in 2021. And China will continue its growth path to becoming a bigger part of the global financial community.

Stephen H. Dover, CFA |
Quick Thoughts: 2020 US Elections and Personal Tax Considerations
Alternatives

Quick Thoughts: 2020 US Elections and Personal Tax Considerations

Our Head of Equities, Stephen Dover, and Fiduciary Trust International Managing Director, Craig Richards, consider the US elections’ possible impacts to personal taxes. Both a “blue wave” or another Republican administration may encourage taxpayers and investors to start their 2021 tax planning now.

Stephen H. Dover, CFA |
Quick Thoughts: Political Volatility Ahead
Equity

Quick Thoughts: Political Volatility Ahead

Our Head of Equities Stephen Dover explains why he thinks possible changes to the US political landscape could lead to further bouts of market volatility.

Stephen H. Dover, CFA |
Quick Thoughts: Wall Street and Main Street Disconnect
Equity

Quick Thoughts: Wall Street and Main Street Disconnect

Our Head of Equities, Stephen Dover, gives his take on how COVID-19 has accelerated economic changes and explains what may have caused the stock markets’ second-quarter ascent.

Stephen H. Dover, CFA |