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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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February 22, 2021

Views about the inflation outlook have started to diverge widely. The time might be right for companies to normalize or increase the usages of their cash. We continue to be overweight both the Technology and Healthcare sectors, which include many leaders in research and development.

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February 16, 2021

Deficits, the Money Supply and Inflation: Part 2. A Tipping Point for Climate Policy? Diverging Paths in Europe.

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February 8, 2021

The unprecedented growth in the money supply and the fiscal deficit since March 2020 have naturally raised concerns. A bundle of dynamics supports America's economic expansion and underpins the current bull market. Near-term sentiment risk appears balanced with medium-term upside in earnings.

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