Origins: Crawford Dividend Growth Strategy
The old saying, “necessity is the motherhood of invention” is a good way of introducing the story of the origin of the Dividend Growth strategy.
REITs for the Long Run
REITs are not traditional common stocks, but many of the companies in this area fit very well with our investment priorities and methodology.
Britain's Minsky Moment
On September 28, the Bank of England (BoE) backstopped the gilt market, the British government debt market equivalent to the United States Treasury market.
Index Crowding May Be the Next Problem Facing Investors
While passive investing appears to be serving investors adequately, we see underpinnings of deterioration.
The Big Four: Sifting Through Economic Data
The Big Four provides a framework for our thinking, enabling us to continue to take a long-term approach to investment decision making.