CNN - Hank Smith, Head of Investment Strategy, spoke with CNN about what the recent shifts in our political demographics could mean for infrastructure and the economy. Smith stated, “A bipartisan agreement could be an easy, early win for Biden and a net positive for the economy." Click to read article
Forbes - Hank Smith, Head of Investment Strategy, spoke with Forbes about ESG investing. “The underlying premise is that there are certain environmental, social and corporate governance factors that actually impact business,” says Smith. “Considering those factors gives investors a more holistic view of companies, which can help mitigate risk and identify opportunities.” Click to Read More →
Reuters - Hank Smith, Head of Investment Strategy, spoke with Reuters about the collapse in fuel demand and what 2021 holds for the already hard-hit sector. “It’s hard to make the case for energy, even for the best of companies," Smith stated. Click Here to Read Article
Barron's - Hank Smith, Head of Investment Strategy, spoke with Barron’s about recent market gains and how stocks are pricing in a high degree of optimism. Hank noted, “How much is the market right now pricing in on this very bullish economic scenario? I think it’s pricing in a little bit for sure.” Click to Read More →
Bloomberg - Chief Investment Officer Tim Hoyle commented in a Bloomberg article about the impact Tesla’s entry into the S&P 500 will have on active managers. “It’s more of a question of whether Tesla will be a winner in the future like it has been in the past,” Hoyle opined. “Putting stuff into an index Read More →
Reuters - Hank Smith, Head of Investment Strategy, spoke with Reuters about the strong economic recovery since market lows and what that could mean for the future. “The Fed has said they intend to keep short rates grounded at zero through at least 2023. With ultra low rates, stocks have little competition,” said Smith. Click Read More →
Barron's - Hank Smith, Head of Investment Strategy, spoke with Barron’s about the trajectory of the U.S. dollar versus the Yuan and what that potentially means for stocks. Large-capitalization stocks tend to perform better than small-caps when the dollar weakens, according to Smith. However, the currency market is “not a primary focus,” Smith said, given Read More →
InvestmentNews - “It would be highly unlikely in a divided government that the platform that Joe Biden ran on” would become a reality, Hank Smith, Head of Investment Strategy told InvestmentNews in an article addressing the potential impact of a Republican Senate and a Biden presidency. “All of that would be off the table. That’s Read More →
TheStreet - Hank Smith, Head of Investment Strategy, commented in an article on TheStreet regarding the slowing pace of the economic recovery. "The market is taking a well needed pause,” Smith, told TheStreet. "We have come a long way since March 23. It’s healthy to have a pause. The odds of something worse than a Read More →
CNN Business - The value of the dollar has taken a hit this year as the coronavirus pandemic ravaged America's economy. Hank Smith spoke with CNN Business about the impact potential tax reform and trade relations may have on the dollar. "Ultimately, what is most important for the direction of the dollar is the perceived Read More →
