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Market Updates

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April 12, 2021

A high correlation with inflation favors energy stocks as potential defense against the declining value of money. The geopolitics of U.S.-China relations remain key to market expectations and returns. American Exceptionalism, with a Caveat.

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April 5, 2021

In our view a clear-eyed understanding of the bull and the bear cases may aid key portfolio decisions. After the Suez Saga: Implications for a Globalized Economic System. What Divergent Transatlantic Growth Means for U.S. Investors.

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March 29, 2021

If nominal growth continues to move higher, zero interest rates could become more stimulative and inconsistent with well-anchored inflation expectations. We’ve drafted our four picks we suspect will likely provide support to markets and the economy over the year. Renewables have the power for a comeback.

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March 22, 2021

The dollar has near-term support but the fiscal debt binge raises some concerns in the absence of fiscal discipline for the longer-term. April 2022: A glimpse of the post-pandemic world. Value’s Comeback Story.

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March 15, 2021

The sharp rise in long-term interest rates has caused the S&P 500 index rally to pause while portfolios position for a higher growth and inflation outlook. How markets have moved since the start of the coronavirus outbreak. Is Bond/stock correlation unlikely to remain positive on a long-term basis?

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March 8, 2021

Despite long-term demographic challenges, the rising millennial generation should support economic growth and inflation. The coming super-cycle in infrastructure spending. Integrating a gender mandate into investments is more timely than ever.

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March 1, 2021

Japanese Equities: Unloved and Under-owned. “Sell the News": Fourth-Quarter Earnings Review. And investors are beginning to evaluate whether higher and steeper yields might impede the attractiveness of stocks.

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