Investment Insights

Symphonic’s affiliate, Rochdale Investment Management, provides investment professionals and clients with relevant and valuable information on the issues that may have an effect on investments. To read one of these Investment Insights, please click on the title below.

Below is an archive list of recent Investment Insights, including the most recent issue.

• High Dividend and Income Equities: The Effects in an Expanding Economy - February 2011
  A conversation with David J. Abella, CFA, Portfolio Manager and Senior Equity Research Analyst
   
• 2011 Market and Economic Outlook – January 2011
  A conversation with Garrett R. D’Alessandro, CFA, CAIA®, AIF® Chief Executive Officer, President
   
• 2010 Mid-Year Market and Economic Outlook – August 2010
  A conversation with Garrett R. D’Alessandro, CFA, CAIA®, AIF® Chief Executive Officer, President
   
• Are China Fears Justified? A Clarification on Unwarranted Economic Concerns - March 2010
  A conversation with Garrett R. D’Alessandro, CFA, CAIA®, AIF® Chief Executive Officer, President
   
• High Dividend and Income Equities: Uncovering Opportunities and Enhancing Returns - February 2010
  A conversation with David J. Abella, CFA, Portfolio Manager and Senior Equity Research Analyst
   
• 2010 Market and Economic Outlook: Restructuring and Recovery in the Wake of the Great Recession - January 2010
  A conversation with Garrett R D'Alessandro, CFA, CAIA, AIF(R), Chief Executive Officer and President
   
• Offshore Investment Management: Asset Protection and Risk Management for High Net Worth Clients - November 2009
  A conversation with Neal B. Rubin, Managing Director, Rochdale Offshore Investment Management
   
• The Current State of International Investing: Seeking Opportunities Amidst a Worldwide Economic Slowdown – September 2009
  A conversation with Audrey H. Kaplan, Senior Vice President – Senior Portfolio Manager, Federated InterContinental Fund
   
• The Beginning of the End to the Great Recession: Handling Client Emotions & Instilling Investor Confidence – August 2009
  A conversation with Paul M. Guerney, CFA, Vice President & Senior Portfolio Manager
   
• Opportunities in Fixed Income - May 6, 2009
  A conversation with Garrett R. D'Alessandro, CFA, CAIA, AIF, Chief Executive Officer, President and Director of Research, and David J Abella, CFA, Portfolio Manager and Senior Equity Analyst
   
• Dividend Safety During a Recessionary Period - February 4, 2009
  A conversation with David J. Abella, CFA, Portfolio Manager and Senior Equity Research Manager