Perspectives

How much do you know about dividends? Our Wealth Management Research team breaks down how to use dividends to upgrade quality and augment long-term returns.

2022 has been a difficult year for investors, especially in U.S. equity markets. Are we in a recession? What does the current environment mean for companies and investors?

Following news of Russia’s invasion of Ukraine, global equities traded sharply lower on Thursday, and U.S. equities followed suit. What concerns should investors have moving forward? Our Wealth Management Research team offers their outlook.

While optimism remains high for a strong 2021 holiday shopping season, persistent production and transportation bottlenecks could limit the availability of gifts under the tree this year.

The rapid growth of environmental, social and governance (ESG) investing over the past decade has been a galvanizing force in making companies consider the interests of all “stakeholders” in their business decisions, rather than only shareholder interests.

While many Americans have been spending more time in their homes, others are busy relocating to new homes. In fact, the U.S. may be experiencing a new “urban flight” — an increase in the numbers of large-city dwellers escaping to the suburbs.

As volatility continues amidst coronavirus concerns, our Wealth Management Research team reminds us to stay calm and seek opportunities.

Throughout 2019, the U.S. consumer has remained the strongest part of the global economy. Yet, despite solid consumer spending, retail companies continue to face challenges.

The carbon footprint of a company factors heavily into its Environmental rating — both the amount of carbon generated as a result of a company’s operations, as well as the carbon impact of the company’s finished goods or services...

As defined by Sustainalytics, a firm focused solely on providing ESG research on publicly-traded companies, Governance analysis is an evaluation of how well a company is structured and managed in order to “build sustainable, long-term value that can be delivered to shareholders and other stakeholders in a fair and transparent manner”...