Research

Research Papers

Industry Reports

Various work on specific sectors or market commentary

 

Research Paper Summary Date

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The Financial sector could follow the same post-bubble recovery pattern exhibited by the Energy and Technology sectors in the 1980’s and the 2000’s.

06/30/2011

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With a recovery in global economies since March 2009, the supply-demand balance for oil has re-tightened and inventories and spare production capacity have fallen. These fundamental improvements pushed spot prices for West Texas Intermediate crude.  The loss of production from Libya and politial turmoil in other parts of the the Middle East and North Africa provided an additional catalyst for oil prices, topping out at over $110/bbl by late April 2011. So where do we go from here?

06/28/2011

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Andy Jung and Scott Thompson, Co-Portfolio Managers of the Aston/Montag & Caldwell Mid Cap Growth Fund, give insight on questions for investors.

05/09/2011

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The 10-year treasury yield has fallen, evident that the US economy has downshifted materially. What do such low yields mean for equity investors? The evidence may surprise you.

08/13/2010

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