White Papers

The Devolution of Globalization

By: Paul Cantor, CFA®, AIF®, CFP™
Chief Operating Officer, Principal

In the 1975 political thriller film “Three Days of the Condor,” Robert Redford plays a CIA analyst working in a clandestine office where they endlessly read disparate books, newspapers, and magazines from around the world to discern trends, hidden meanings, and other useful information that might be buried in the noise. This paper is similarly an attempt to link a myriad of mega-trends and world events into a tapestry of potential outcomes, and the policies required to get there.

Read more
White Papers Archive

Research Briefs

2018 First Quarter Earnings Brief

With 93% of S&P 500 companies reporting 1st quarter earnings, revenue growth has surprised to the upside. This is a much-needed sign of the improving economy.

Read more
Research Briefs Archive