Recently our team of investment analysts met to discuss a number of compelling long-term secular themes that are having a profound impact across a variety of industries and that provide investment opportunities for our clients.  From game-changing breakthroughs in healthcare and the soaring interest in responsible investing utilizing ESG (environmental, social, and corporate governance) criteria,…

As we did in 2020, we held 1919 Investment Counsel’s Annual Intellectual Capital Conference virtually this year. While it is ideal to hold this event, which is about idea and insight exchange, in person, we have adapted to the technological alternative of ZOOM for the time being. Our current plan is to hold next year’s…

As 2021 unfolds, we all look forward to emerging from the global pandemic and getting back to what may be a new normal. Our families, businesses, economy, and country have been challenged in a way that none of us ever expected. Working through the impact of this unprecedented period in history continues to be our…

 The COVID-19 Pandemic of 2020 has significantly impacted the global economy as the ‘Black Swan’ of large scale economic shutdowns spread throughout the developed world. While the S&P 500 has had a positive return thus far for 2020, many individual sectors tell a different story. The sudden global shutdown of the economy has split the…

As we move through this pandemic, and as the US Presidential election approaches, we have been discussing catalysts and events that may influence the markets, the economy, and, most importantly, our clients’ portfolios in both the short and long term. In this issue of the Investment Roundtable, we highlight these considerations with timely insights from…