RESOURCES

THOUGHT LEADERSHIP & MARKET COMMENTARY

In The News

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.

Are earnings going to be strong enough to surpass expectations? Managing Director, Victoria Fernandez, discusses earnings season, Fed rate hikes and volatility on Yahoo! Finance.

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

Managing director, Victoria Fernandez, sat down with ‘Bloomberg Markets: The Open’ host Jonathan Ferro to talk volatility, credit spreads and inflation.

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

Will interest rates move back up into the consolidation range? Managing Director, Victoria Fernandez, believes they will. Watch her discuss expectations for interest rate movement.

The US Treasury Yields moved higher as the Federal Open Market Committee (FOMC) kicked off their two-day meeting. Victoria Fernandez, Managing Director, spoke with CNBC about her thoughts on looking to other items beyond a rate hike.

There are a growing amount of options for investors looking to incorporate ESG into their portfolios. Victoria Fernandez, Managing Director, spoke with Bloomberg Markets on the evolution of responsible investing and the need for educating investors.

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.

How does political turmoil drive the markets? Paul Townsen, Managing Director, says it may result in some volatility, but believes these are short-term issues.

“Tariffs are just headline news”, says Victoria Fernandez, Crossmark’s Managing Director. She discusses how Crossmark is using the volatility in the markets to drive our investment decisions.

As bond prices sink, will yields move higher? Watch our Managing Director, Victoria Fernandez, talk to CNBC about the latest bond blow up, and what to look for in the next quarter.

The return of volatility and a sell-off in the equity markets, what should we expect going forward?

Tech and Energy Stocks showed gains after the Federal Reserve’s December meeting. Our Managing Director, Paul C. Townsen discussed the labor market and signs of steady economic growth with The Wall Street Journal.

Managing Director, Victoria Fernandez, discusses the flattening yield curve in the U.S. along with the rise of values-based investing in fixed income portfolios.

Managing Director, Victoria Fernandez, talks to CNBC about how Crossmark is positioning clients for regulation changes and volatility in 2018.

Managing Director Victoria Fernandez discussed the current state of the markets on CNBC and how to position fixed income portfolios for rising rates.

Thought Leadership

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 >