China Poised to Recast Portfolio Construction
Stuart Katz, Chief Investment Officer, December 29, 2020 As published on wealthmanagement.com The pandemic this year has forced us as wealth managers to abruptly adopt new technology, rebuild workplace culture, and dramatically rethink how we engage with clients. But as we head into 2021 with a weakening dollar, there is another force at play positioned […]
2021 Investment and Economic Outlook Webinar
December 10, 2020 Our CIO, Stuart Katz and Chief Economist, Jeanette Garretty sat down with our CEO, Raj Bhattacharyya, to discuss the 2021 Economic and Markets outlook. Click Here to view the webinar
Overconfidence Bias: 2020 Election, COVID and Portfolio Implications
Stuart Katz, Chief Investment Officer, November 11, 2020 Overconfidence refers to the phenomenon that people’s confidence in their judgments and knowledge is higher than the accuracy of these judgments. For example, a person who thinks their sense of direction is much better than it actually is. Before the election, both the prediction markets and capital […]
How the 2020 Elections Will Impact Portfolios
Stuart Katz, Chief Investment Officer, October 28, 2020 WHAT IS YOUR PERSPECTIVE ON THE CURRENT ENVIRONMENT? First, regarding the health crisis. Covid-19 related issues are still the dominant factor in personal and business activities, but we are encouraged that despite the resurgence of case counts in the US and Europe, mortality rates are lower as […]