Media Center Archives

  1. News Releases
  2. In the News
  3. Recent Events
  4. Research & Commentary

News Releases

  • Fort Washington Investment Advisors, Inc. Names Barry Pavlo VP, Regional Business Development

    06.29.10 | Fort Washington Investment Advisors, Inc., (Fort Washington) is pleased to announce that Barry D. Pavlo, CFA, has joined the firm as vice president, regional business development.
    (PDF: 99k)

  • Fort Washington Investment Advisors launches Nick Sargen Blog to deliver 'Real-time Financial Thoughts'

    06.07.10 | Fort Washington has introduced a new blog to provide clients and prospects, individual investors and their advisors, and news media access to real-time economic and capital markets thoughts by Nick Sargen, Chief Investment Officer of Fort Washington.
    (PDF: 122k)

  • Fort Washington Celebrates 20 Years of Growth

    05.14.10 | May 16, 2010 - Fort Washington marks its 20th anniversary today, recognizing its continued growth and evolution into a nationally recognized investment advisor.
    (PDF: 164k)

  • Fort Washington's Core Fixed Income Strategy Capitalizes on Market Downturn

    08.11.09 | The Core Fixed Income strategy of Fort Washington Investment Advisors, Inc. (Fort Washington), has outperformed its benchmark1, based on its 15-year track record (inception date July 1, 1994).
    (PDF: 70k)

  • Fort Washington's High Yield Strategy Marks 15 Years of Outperformance

    08.03.09 | Since its inception 15 years ago on July 1, 1994, Fort Washington Investment Advisors, Inc.'s High Yield Fixed Income strategy has outperformed its benchmark, the Merrill Lynch High Yield Cash Pay Index, on an annualized basis.
    (PDF: 68k)

  • Fort Washington Capital Adds to Growing Investment Team

    11.03.08 |
    (PDF: 228k)

  • Fort Washington Capital Partners Group Names Senior Investment Manager

    06.24.08 | Fort Washington Capital Partners Group (FW Capital), the private equity arm of Fort Washington Investment Advisors, Inc. (Fort Washington), announced that Joseph A. Woods has joined the company as a Senior Investment Manager.
    (PDF: 29k)

  • Fort Washington Capital Partners Adds to Investment Team

    11.05.08 | CINCINNATI - Nov. 4, 2008 - Fort Washington Capital Partners Group (FW Capital), the private equity arm of Fort Washington Investment Advisors, Inc. (Fort Washington), announced today that Joseph B. Michael, CFA, has joined the firm as a Managing Director.
    (PDF: 228k)
  • 01.11.09 | The Worker, Retiree, and Employer Recovery Act of 2008 will suspend required distributions for IRAs and defined contribution plans for the calendar year of 2009.  Retirement contribution changes will be taking effect as well.  Details...

  • Crane's Money Fund Intelligence Spotlight

    09.26.08 | While the past years has likely been the most difficult in the 37 year history of money market funds, challenges present opportunities.  Read Peter Crane's recent interview with veteran fund managers John Goetz, Jay Devine, and Rick Ellensohn of Fort Washington Investment Advisors
    (PDF: 186k)

  • Fort Washington's Maribeth Rahe Honored By The Association of Ohio Commodores

    03.27.07 |
    (PDF: 65k)

  • Fort Washington Discusses 2010 Outlook at Annual Investment Forum

    01.12.10 | On January 12, Fort Washington hosted clients and consultants to discuss its 2010 outlook for the economy and various asset classes.
    (PDF: 127k)

  • Fort Washington Announces Local Acquisition in the Wealth Management Business

    12.07.09 | On December 7, 2009, Fort Washington announced a definitive agreement to acquire the investment advisory business of the Sena Group from Sena Weller Rohs Williams, LLC. This will bring nearly $1 billion in new assets into the firm.
    (PDF: 72k)

In the News

  • Required Minimum Distributions to be Suspended for 2009

    01.11.09 | The Worker, Retiree, and Employer Recovery Act of 2008 will suspend required distributions for IRAs and defined contribution plans for the calendar year of 2009.  Retirement contribution changes will be taking effect as well.  Details... | (PDF: 30k)

  • Small Cap Growth Flash Report

    10.31.07 | Fort Washington's Small Cap Growth strategy celebrates its 3-year track record.

    | (PDF: 365k)

  • Cincinnati Business Courier 072707

    07.27.07 | "Courier List Who's Who Maribeth Rahe" - Rahe is president and CEO of Fort Washington Investment Advisors Inc. | (PDF: 261k)

  • Business Courier 081007

    08.10.07 | Investor Profile of Nicholas Sargen, chief investment officer at Fort Washington Investment Advisors.

  • USA Today 081507

    08.15.07 | "Spreading bad news wallops markets; Wal-Mart outlook kicks off Dow dive" - quotes by Nicholas Sargen, chief investment officer at Fort Washington Investment Advisors.

Recent Events

  • 07.26.10 | On July 26, 2010, Nick Sargen appeared on Bloomberg News to share his thoughts on the U.S. stock market and economy.
  • 04.15.10 | On April 15, 2010, Nick Sargen appeared on Bloomberg News to discuss the global recovery one year later as well as his outlook for the sustainability of the markets and the economy.
  • 03.05.10 | On March 5, 2010 Nick Sargen appeared on Bloomberg News to discuss the US jobs market, investment strategy and the stock market. The interview can be viewed here.
  • 02.12.10 | On February 12, 2010 Nick Sargen appeared on Bloomberg News to share his views on China's economy, the stock market and the Federal Reserve.
    read more
  • 01.12.10 | On January 12, Fort Washington conducted its Annual Investment Forum in Cincinnati, OH. Consuelo Mack of WealthTrack was the guest speaker, discussing lessons learned from the financial crisis.
  • 12.29.09 | On December 29, 2009 Nick Sargen briefly offered his 2010 Market Outlook on Bloomberg TV News.
  • 11.16.09 | On November 16th, 2009 Nick Sargen appeared on Bloomberg TV News to share his views on the U.S. Dollar and overall investment climate.
  • 09.18.09 | On September 18, 2009 the Wealth Management group hosted a conference call for clients and business partners to interact with a number of the firm's investment professionals. Topics include: an economic outlook, the stock market and the municipal bond sector.  Links: Conference Call | Presentation Materials.
  • 09.15.09 | On September 15, 2009, Nick Sargen appeared on the Nightly Business Report show hosted by Paul Kangas and Susie Gharib to discuss measures required to avoid another financial crisis.
  • 08.26.09 | On August 26, 2009, Brendan White was a featured guest on CNBC's Closing Bell show hosted by Maria Bartiromo. Brendan shared his views on relative value in the High Yield sector and his outlook for the year.
  • 07.16.09 | Markets at Mid-Year: Stabilization Does Not Spell Strong Recovery. View Market Update
  • 01.11.09 | The Worker, Retiree, and Employer Recovery Act of 2008 will suspend required distributions for IRAs and defined contribution plans for the calendar year of 2009.  Retirement contribution changes will be taking effect as well.  Details...
  • 10.04.08 | Our assessment at the beginning of 2008 was to refrain from adding risk to portfolios.  Learn more Fort Washington's 2Q08 thought process and philosophical approach. View Market Update...
  • 04.01.08 | Shell-shocked by economic events in 1Q2008? Nick Sargen, Chief Investment Officer, offers his thoughts in the latest edition of Market Update.
  • 01.15.08 | Fort Washington Investment Advisors, Inc. hosted an afternoon seminar entitled "The Prospects for Financial Markets in 2008 and Beyond." Speakers included Nick Sargen, Chief Investment Officer; John J. O'Connor and Richard Jandrain, Managing Directors; and Curtiss Scott, President & CEO of Todd Investment Advisors. Topics included "Assessing Fallout from the 2007 Crunch," "The Credit Crunch and Private Equity, Are Growth Stocks poised to Outperform Again?" and "International ADRs".
  • 10.22.07 | CACLI Conference - Nick Sargen CIO of Fort Washington Investment Advisors spoke on "The Changing World of Fixed Income Investing" in Washington DC.
  • 10.25.07 | The Ohio Capital Fund hosted the third Early Stage Summit at Longaberger Alumni House in Columbus Ohio. Featured speakers included S. Michael Camp, Academic Director, Center for Entrepreneurship, Fisher College of Business, The Ohio State University and Lee Fisher, Lieutenant Governor of the State of Ohio. For more information visit www.theohiocapitalfund.com.
  • 01.29.07 | CNBC's "On the Money", Nick Sargen, CIO of Fort Washington Investment Advisors, appeared on the program. Nick discussed his views on what happened in the market during the week and what to expect in the near future.
  • 02.07.07 | Nick Sargen, CIO of Fort Washington Investment Advisors, spoke at the New Mexico CFA Conference in Albuquerque.
  • 02.21.07 | Nick Sargen, CIO of Fort Washington Investment Advisors, spoke at the Lafayette Life Products Conference
  • 02.22.07 | Bloomberg Television's After The Bell, Nick Sargen, CIO of Fort Washington Investment Advisors, appeared on the program. Nick discussed his views on what happened in the market during the week and what to expect in the near future.
  • 10.01.07 | Women's Leadership Workshop - Maribeth Rahe, President and CEO of Fort Washington Investment Advisors was the keynote speaker

Research & Commentary

  • July, 2010 Nick Sargen Mid-Year Update: Level Setting Expectations | (PDF: 536k)
  • July, 2010 Investing Environment Commentary by John O'Connor, Managing Director | (PDF: 1135k)
  • July, 2010 Nick offer's perspective on the Markets at an Inflection Point. | (PDF: 217k)
  • May, 2010 Nick Sargen, Chief Investment Officer, and Kevin Bass, Equity Research Manager, assess the implications of the landmark 2010 Healthcare Reform bill. | (PDF: 625k)
  • May, 2010 John Goetz, Senior Portfolio Manager, addresses concerns of increased defaults in the Municipal Bond market. | (PDF: 411k)
  • May, 2010 Nick Sargen, Chief Investment Officer, offers his views on the Euro-Zone debt crisis. | (PDF: 518k)
  • April, 2010 Nick offer's perspective on the Global Rally One Year Later. | (PDF: 350k)
  • March, 2010 Our current thoughts on the financial reform debate. | (PDF: 433k)
  • March, 2010 We discuss why High Yield can still be an attractive fixed income option in a rising interest rate environment. | (PDF: 431k)
  • February, 2010 Some points of view on the investing environment in China.        | (PDF: 557k)
  • January, 2010  Nick Sargen discusses the features of this business cycle, likely government policy priorities and market expectations for 2010. | (PDF: 679k)
  • January, 2010 We offer thoughts on how TIPS might or might not be an effective tool for protecting against inflation risk in investors' portfolios.
    | (PDF: 549k)
  • September, 2009 With the anniversary of the global financial crisis approaching this month, we are taking the opportunity to reflect on what has transpired over the past twelve months... | (PDF: 1011k)
  • October, 2009 Nick Sargen Market Update: Is Recovery For Real? | (PDF: 210k)
  • September, 2009 Thoughts on how money managers can navigate environments of extreme uncertainty. | (PDF: 685k)
  • September, 2009 Nick Sargen Market Update: The Global Financial Crisis One Year Later | (PDF: 1011k)
  • June, 2009 For professional investors and financial planners alike, the past year and a half has been one of the most challenging ever. | (PDF: 498k)
  • May, 2009 We are fortunate to be in the business.  The compensation is generous.  Few businesses offer intellectual challenge of a constantly shifting playing field. | (PDF: 272k)
  • July, 2009 Markets at Mid-Year: Stabilization Does Not Spell Strong Recovery | (PDF: 206k)
  • July, 2009 One wonders what William James would say about the current state of economic orthodoxy. | (PDF: 231k)
  • April, 2009 Has the U.S. stock market reached a bottom; and, if so, is now a good time to be adding to equity positions?
  • June, 2009 For professional investors and financial planners alike, the past year and a half has been one of the most challenging ever. | (PDF: 498k)
  • July, 2009 We are often struck by the speed and power of market movements, especially when a sea-change in expectations is occurring. | (PDF: 535k)
  • September, 2008 | (PDF: 189k)
  • June, 2009 For professional investors and financial planners alike, the past year and a half has been one of the most challenging ever. | (PDF: 498k)
  • May, 2008 We are fortunate to be in the business.   The compensation is generous.  Few businesses offer intellectual challenge of a constantly shifting playing field. | (PDF: 272k)
  • May, 2009 We are fortunate to be in the business.   The compensation is generous.  Few businesses offer intellectual challenge of a constantly shifting playing field. | (PDF: 272k)
  • April, 2009 For years, bond managers that performed well versus common market benchmarks such as the Barclays Capital US Aggregate Index have followed a few basic strategies. | (PDF: 352k)
  • April, 2009

    Our assessment of the investment landscape at the start of 2009 was that the global economic downturn would persist into the second half of the year, and that stabilization of the financial system would be critical to achieve a sustained economic recovery.

    | (PDF: 261k)
  • April, 2009 When did the financial crisis begin? Perhaps a more interesting question is "At what point did you become aware that something very serious was happening?" Some would cite the collapse of the Bear Stearns hedge funds in August, 2007. | (PDF: 311k)
  • January, 2009 Challenges confronting governments today are the biggest since the Great Depression. Learn more. Read CIO Nick Sargen's latest white paper... | (PDF: 452k)
  • January, 2009 The challenges confronting governments today are the biggest since the Great Depression. Read CIO Nick Sargen's latest white paper... | (PDF: 452k)
  • 01.11.09 | The Worker, Retiree, and Employer Recovery Act of 2008 will suspend required distributions for IRAs and defined contribution plans for the calendar year of 2009.  Retirement contribution changes will be taking effect as well.  Details...
  • January, 2009  

    Our New Year's greeting: 2008 is finally over!  That's the good news. Read the bad news and the look ahead from CIO Nick Sargen.  Full story...

    | (PDF: 269k)
  • January, 2009

    Few authors can build a interesting thought piece around Stoic philosopher Epictetus, John McCain, and the economy as well as our own John O'Connor. Read his thoughts in his latest Investing Environment...

    | (PDF: 314k)
  • November, 2008 In these historic times, the current economic situation has been described as "the worst since the Great Depression."  Learn more. Read the latest in our series of white papers from CIO Nick Sargen. | (PDF: 598k)
  • October, 2008 Every four years, our own John O'Connor opines on the intersection of politics and investing.  This "election year edition" is a must-read. | (PDF: 264k)
  • October, 2008 The economic crisis that began last year is culminating into once unthinkable events. Learn more: Read Nick Sargen's 3Q Market Update... | (PDF: 259k)
  • October, 2008

    Nick Sargen recently published two economic white papers: Financial Recovery and Securitization and Decoupling Revisited: U.S. housing and credit concerns and the global economy. The original 2007 white paper "Perspective on the Sub-Prime Credit Issue" is below

    | (PDF: 280k)
  • March, 2008 | (PDF: 258k)
  • August, 2006
  • February, 2008 The U.S. Subprime Issue One Year Later | (PDF: 233k)
  • July, 2007 Market Overview Third Quarter 2007 | (PDF: 172k)
  • January, 2003 An Update to "The Dog that isn't Barking" - A Fort Washington Investment Advisors White Paper | (PDF: 28k)
  • March, 2007 A Discussion on the J-Curve in Private Equity | (PDF: 98k)
  • July, 2007 An Updated White Paper "Playing Emerging Asian Currencies" | (PDF: 533k)
  • June, 2005
  • June, 2002 Market Update
    May 2006 | (PDF: 177k)
    March 2006 | (PDF: 172k)
    February 2006 | (PDF: 175k)


    Market Thoughts
    Winter 2007 | (PDF: 383k)
    Fall 2006 | (PDF: 434k)
    Summer 2006 | (PDF: 345k)
    Spring 2006 | (PDF: 300k)
    Winter 2006 | (PDF: 295k)

  • June, 2006 Investing Environment Commentary by John O'Connor, Managing Director
    1Q 2006| (PDF: 221k)
    2Q 2006| (PDF: 214k)
    3Q 2006| (PDF: 169k)
    4Q 2006| (PDF: 170k)

  • December, 2006 Winter, 2006

     Todd Investment Advisor's Quarterly Newsletter - "Todd's Perspective"

    | (PDF: 78k)
  • October, 2007 Heightened Volatility in the High Yield Market and its Implications | (PDF: 410k)
  • November, 2006 "Reflections on Emerging Market Debt," Commentary from Nicholas Sargen, CIO of Fort Washington | (PDF: 509k)
  • January, 2006 "Thoughts on the Changing Face of Fixed Income Investing" Commentary by Tim Policinski, Managing Director and Senior Portfolio Manager, Fixed Income | (PDF: 112k)
  • February, 2006 "Yield Curve Revisited" - Commentary by Dan Carter, Assistant Portfolio Manager, Fixed Income | (PDF: 116k)
  • September, 2005 "Understanding U.S. Emerging Asia Co-Dependence," Commentary from Nick Sargen, CIO of Fort Washington
    | (PDF: 446k)
  • August, 2005 Enhanced Cash Management - Enhancing the Return of Your Short-Term Cash Portfolio | (PDF: 84k)
  • June, 2005 Growth Stock Investors "Looking for Love in All the Wrong Places?" Commentary from John O'Connor, Managing Director - Equities. | (PDF: 354k)
  • June, 2005 Read Nick Sargen's common-sense approach in "Equities in Context: Interpreting Signals from the Financial Markets."
    | (PDF: 287k)
  • May, 2005 Will the Yield Curve Stay Flat? Commentary from Dan Carter, CFA Assistant Portfolio Manager - Fixed Income | (PDF: 1239k)
  • February, 2005 Nick Sargen's Commentary on the U.S. Bond Market | (PDF: 255k)
  • September, 2006 An Update to "Investing in Private Equity through a Fund of Funds" | (PDF: 468k)
  • July, 2006 A Discussion of the Venture Capital Environment in the Commonwealth of Kentucky | (PDF: 180k)
  • December, 2007
  • March, 2007 Volatility of Financial Markets
    Following a period of extended calm, volatility in financial markets has surged since late February. Read Nick Sargen, CIO of Fort Washington Investment Advisor's latest commentary on the underlying risks that still exist in the market.
    | (PDF: 303k)
  • April, 2007 | (PDF: 394k)
  • July, 2007 An Updated White Paper "Playing Emerging Asian Currencies" | (PDF: 533k)
  • August, 2007 "Perspective on the Sub-Prime Credit Issue" | (PDF: 278k)
  • September, 2007 The Credit Crunch & Private Equity | (PDF: 244k)
  • April, 2007 An Updated White Paper "Why Over-Commitment is Required to Achieve Target Exposures to Private Equity"
    | (PDF: 399k)
  • October, 2007 The key development impacting financial markets in the third quarter was the spillover of problems in sub-prime mortgages to credit and money markets and to the stock market. | (PDF: 257k)

top of page