Thematic Investment Opportunity—Lithium Battery Technology
Hawthorn, PNC Family Wealth
Lithium batteries are already the choice energy source for many products, and consumption is expected to grow considerably over the coming decade. Future growth drivers include the increase in
Thematic Investment Opportunity: Convergence of Artificial Intelligence and Robotics
Hawthorn, PNC Family Wealth
As computers have become more powerful and data more readily available, advances in artificial intelligence (AI) and machine learning have followed. The combination of these disciplines with robotics
There is No Good Time to Time the Market
Linda S. Martinson, Baron Capital
Long-term fundamental investors do not make investment decisions based on the length of a streak or whether a bull or bear market line has been crossed. Statistics can be helpful, but they
Thematic Investment Opportunity—Water Resources and Infrastructure
Hawthorn, PNC Family Wealth
The challenges confronting water resources and its associated infrastructure present a compelling thematic investment opportunity, since water shortages in the coming decades are expected to boost
Thematic Investment Opportunity: Align Your Investments with Rising Trends
Hawthorn, PNC Family Wealth
Unlike other investment strategies that can be bound by geography or market capitalization classifications, the thematic investing strategy focuses on themes that can break macro trends and create an
Global Equity Investing: The Benefits of Diversification and Sizing Your Allocation
In light of quantitative analysis and qualitative considerations, domestic investors should consider allocating part of their portfolios to international equities. In determining how much to
Strategies for Managing Concentrated Equity Positions
Julia C. Wirts, Hawthorn, PNC Family Wealth
A family or individual can develop a concentrated position of wealth in a number of ways, and each has its own personal circumstances and perspectives. While some families may focus on the growth
Everything You Need to Know About the Yield Curve
Josh Jenkins, Lutz
The inversion yield curve is widely viewed as one of the most reliable and accurate predictors of economic slowdown. The traditional warning sign has garnered significant attention and has
Known Unknowns: Uncertainty, Volatility, and the Odds of Recession
Even as the financial markets have rallied in early 2019, recession concerns have dominated investor discussions. We continue to believe that the U.S. economy will avoid recession this year. However
The Real Economy: U.S. Growth and the Business Cycle
The economic impact of the tax cut peaked in October 2018 and is now fading. If a bipartisan U.S. federal budget agreement cannot be reached before the end of 2019, a $126 billion fiscal cliff awaits