In13D Researchby13D ResearchWe are repeatedly asked, what is the weak link that will bring the U.S. economy down?Although there are many possibilities, our vote right now is corporate debt.Nov 2, 20192
In13D Researchby13D ResearchWhat exactly is the “Fourth Turning” envisioned by William Strauss and Neil Howe?We revisited this book — in light of recent events — and found the subject both timely and prophetic.Mar 1, 20172
In13D Researchby13D ResearchWhy ESG (environment, social, and governance) investing is a megatrend no asset manager can ignore.Sustainability will emerge a key factor for algorithmically-determined market moves.Jun 20, 20193Jun 20, 20193
In13D Researchby13D ResearchUnderstanding Trump’s most powerful influencer.What does Steve Bannon’s alleged obsession with “The Fourth Turning” tell us about his political vision?Feb 24, 2017Feb 24, 2017
In13D Researchby13D ResearchIs the paradigm that has defined investment returns for a decade coming to an end?The cycle is turning from consolidation to diffusion.May 23, 20191May 23, 20191
In13D Researchby13D ResearchWe are repeatedly asked, what is the weak link that will bring the U.S. economy down?Although there are many possibilities, our vote right now is corporate debt.Nov 2, 20192
In13D Researchby13D ResearchWhat exactly is the “Fourth Turning” envisioned by William Strauss and Neil Howe?We revisited this book — in light of recent events — and found the subject both timely and prophetic.Mar 1, 20172
In13D Researchby13D ResearchWhy ESG (environment, social, and governance) investing is a megatrend no asset manager can ignore.Sustainability will emerge a key factor for algorithmically-determined market moves.Jun 20, 20193
In13D Researchby13D ResearchUnderstanding Trump’s most powerful influencer.What does Steve Bannon’s alleged obsession with “The Fourth Turning” tell us about his political vision?Feb 24, 2017
In13D Researchby13D ResearchIs the paradigm that has defined investment returns for a decade coming to an end?The cycle is turning from consolidation to diffusion.May 23, 20191
In13D Researchby13D ResearchWhy today’s tech giants may be on the same path as the great monopolies of the Gilded Age.The more we study a comparable technological revolution, the more we recognize the possibilities ahead.Apr 19, 20171
In13D Researchby13D ResearchAs Baby Boomers downsize, an unprecedented generational unloading of houses looms on the horizon.Is this one more sign the cycle of wealth accumulation is turning?May 14, 2019
In13D Researchby13D ResearchThe MSCI EAFE Index trades near a 50-year low relative to the MSCI U.S. Index.Is it time to rebalance portfolios?Jul 16, 2018
