Asset allocation has historically been the most important determinant of portfolio total return and volatility. In this edition of the JIC Research Edge, President & CIO Jason Jackman and Senior Portfolio Manager Fred Brink discuss what asset allocation is and what role it plays in portfolio construction. They also breakdown the asset allocation implications of the COVID-19 crisis.
July 20, 2020
2019 was a strong year for the financial markets with equities posting robust gains. Are we likely to see a repeat of that performance in 2020 or are we poised for lower returns? In this edition of the JIC Research Edge, Portfolio Managers Charles Rinehart and Dan Barnett recap what happened in 2019 and provide an outlook for 2020.
February 03, 2020
2019 was an eventful year for the global economy, filled with geopolitical disputes and decelerating global growth. In this edition of the JIC Research Edge, Economic Strategist Brandon Zureick and Portfolio Manager Skye Barry recap what happened in 2019 and provide our current views on the chance of recession.
December 17, 2019
In this edition of the Research Edge, Portfolio Manager Charles Rinehart and Associate Portfolio Manager Tony Miliano introduce the Johnson Equity Income Fund and the goals it seeks to achieve. They highlight our belief in the importance of investing in only the highest quality stocks and valuation's key role when making purchase decisions.
October 24, 2019
In this edition of the JIC Research Edge, Industrials Research Analyst Bryan Andress joins Portfolio Manager Jon McEvoy to discuss the ongoing trade war between the United States and China. They provide a practical explanation of how tariffs work, recap the major U.S. policy changes, and discuss the impact on U.S. companies.
July 02, 2019
In this edition of the JIC Research Edge, Fixed Income Portfolio Manager David Theobald joins Simon Buchman to introduce the yield curve and why it's used as an economic indicator.
March 27, 2019
In this edition of the JIC Research Edge, Portfolio Manager Dale Coates joins Laura Mattern to discuss what happened in the markets in 2018 and what to potentially expect going forward.
February 14, 2019
In this edition of the JIC Research Edge, Consumer Analyst Joe Edelstein and Portfolio Manager Michael Stanis break down Procter & Gamble's recent Investor Day. Joe examines management's key priorities, assesses the investment community's reaction to the event, and discusses activist investor Nelson Peltz's impact on the company.
November 14, 2018
In this edition of the JIC Research Edge, Research Analyst Chris Godby breaks down Apple's new iPhones and discusses what he believes is the company's biggest risk.
September 10, 2018
In this edition of the JIC Research Edge, Economic Strategist Brandon Zureick and Portfolio Manager Scott Wyckoff address tension over global trade. Brandon discusses the Trump Administration's trade goals, recent tariff implementations, and potential economic implications if the "trade war" escalates.
June 29, 2018
In this edition of the JIC Research Edge, Research Analyst Aaron Taylor and Portfolio Manager Jon McEvoy discuss the recent jump in gas prices, provide an outlook for the remainder of the year, and discuss the impact on the equity markets and energy sector.
June 13, 2018
In this edition of the JIC Research Edge, Research Analyst Joe Edelstein and Portfolio Manager Scott Wyckoff break down the "Amazon Effect." They discuss how Amazon's eCommerce leadership is disrupting the retail landscape and examine how Ohio-based companies like Kroger and Macy's are responding.
April 13, 2018
In this edition of the JIC Research Edge, Economic Strategist Brandon Zureick and Associate Portfolio Manager Sandy Appel provide an Economic Outlook for 2018.
February 16, 2018
JIC Portfolio Manager Charles Rinehart recaps what happened in the equity markets in 2017 and provides an outlook on what to expect in 2018.
January 26, 2018
JIC Research Analysts Chris Godby and Joe Edelstein provide an update on the 2017 Holiday Shopping season.
December 21, 2017
In this edition of the JIC Research Edge video series, Economic Strategist Brandon Zureick discusses Congressional tax reform efforts.
November 10, 2017
JIC Research Analysts Joe Edelstein and Chris Godby examine Procter & Gamble management's victory over Nelson Peltz in his proxy fight to win a board seat.
October 16, 2017
JIC Research Analysts Joe Edelstein and Chris Godby discuss P&G's upcoming proxy vote. They provide an overview of what a proxy fight entails and examine the issues presented by activist investor Nelson Peltz and P&G's management team.
October 10, 2017