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THOUGHT LEADERSHIP & MARKET COMMENTARY

In The News

Will the sector rotation continue throughout the summer? Chief Market Strategist, Victoria Fernandez, wouldn’t be surprised to see investors trim some positions in the large tech stocks and start looking at value stocks.

Emerging markets, Turkey and the central bank, Chinese forex, trade wars. Chief Market Strategist Victoria Fernandez was live in New York today discussing the news of the day as the market opened. Watch the full interview on Bloomberg Markets: The Open.

Trend Growth. Is this as good as it gets? Chief Market Strategist, Victoria Fernandez, believes we will see trend growth get closer to 3% on an annual basis while inflation numbers will come down on a headline basis

In the midst of earnings season, what elements are driving investor caution? Victoria Fernandez, Chief Market Strategist, shares her thoughts with Fox Business Network.

How will the market react to the Federal Reserve’s Beige Book? Follow along as Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, gives her thoughts on the market’s possible response

In the past weeks, trading in Treasurys has been unusually quiet. Victoria Fernandez, Chief Market Strategist, spoke with MarketWatch about her thoughts on the current calm in the fixed income realm

Trade tensions versus earnings, which will win out? Victoria Fernandez, Chief Market Strategist, discusses with CNBC

Chief Market Strategist Victoria Fernandez discusses tariffs and trade issues as headwinds for the second half of the year.

As long as we’re dealing with trade policies, volatility will remain at the forefront of markets,” said Paul C. Townsen, Managing Director at Crossmark Global Investments

The markets moved at a steady but comfortable pace after the Fed decision to raise rates, but is the reaction too comfortable? Watch Victoria Fernandez, Chief Market Strategist, discuss her thoughts with CNBC.

Is inflation where it should be? Watch Victoria Fernandez, Chief Market Strategist, discuss why Crossmark has a focus on inflation, wages, and productivity

Managing Director, Paul Townsen, spoke with Ticker.com about Crossmark’s Steward Covered Call Income Fund, and how options strategies within a mutual fund may help mitigate volatility in down markets.

Managing Director, Victoria Fernandez, returned to ‘Bloomberg Markets’ radio live in studio with Carol Massar and Barry Ritholtz to discuss ESG investing.

Live from the floor of the New York Stock Exchange, Victoria Fernandez, Chief Market Strategist, discuses earnings season expectations and where she and Crossmark see opportunity for outperformance

Crossmark’s Steward Global Equity Income Fund (SGIDX) is listed as one of the best performing ESG funds of 2017 by Bloomberg’s Sustainable Finance Brief.

Thought Leadership

Investors, Advisors and Values-Based Investing

We conducted a nation-wide survey of high net worth investors to get to the core of this question - how much do investors know about values-based investing approaches? Read More >

Volatility in the Bond Markets Highlights Advantages for Municipal Bonds

Municipal Bonds have demonstrated in previous periods of volatility and rising interest rates to have an advantage over other fixed income sectors. Read More >

Investing in Premium Bonds

With interest rates moving higher from generational lows, the Federal Open Market Committee (FOMC) may continue to be inclined, or forced to raise short-term interest rates. One fixed income investment approach Read More >

Responsible Investing Part 3 of 3

Fiduciaries can deepen their relationships with clients through understanding their clients' unique values and investing priorities. Read More >

Responsible Investing Part 2 of 3

Each Investor has unique priorities and values that affect how they approach responsible investing. Part 2 in our 3-Part Series discusses four main avenues for approaching this growing movement. Read More >

Responsible Investing- Part 1 of 3

Responsible Investing is a rapidly growing movement. It has established roots in history that date all the way back to biblical times; is evolving in modern times to reflect the political and social themes... Read More >

The Changing Landscape of the Female Investor

When evaluating the preferences of female investors, we see that 82% of women want to make a positive social impact through their investments. Read More >

Smart Beta Explained

Smart beta strategies offer a transparent investment vehicle with exposure to factors that can translate to outperformance for top-performing active managers. Read More >

The Millennial Market for Financial Advisors

Millennials have quickly become a marketing buzzword for brands and services to target. What defines the Millennial generation and why should Financial Advisors pay attention... Read More >

Dividends: A Significant Driver of Total Return

The vast universe of dividend investment strategies existed long before the Federal Reserve created a low interest rate environment. Now, yield starved investors seemingly turn more and more to... Read More >

Volatility as an Asset Class

Volatility has existed since the advent of free markets. However, it was difficult to measure and track due to technological shortcomings. This changed when... Read More >