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Market Updates

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November 9, 2020

Leading indicators and rising global momentum point to stronger growth ahead; owing to the pandemic and U.S.-Sino geopolitical tensions, the state now controls the “commanding heights" of the economy, and China's Fifth Plenum communiqués stress quality, self-reliance, leadership.

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November 2, 2020

The housing boom leads the recovery, we attempt to explore the dualism that exists within key fundamentals that should ultimately dictate where asset prices are a year from now, and global growth and global earnings are inextricably tied to emerging market consumer demand, notably demand from China.

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October 26, 2020

The Fed may welcome an inflationary shock over the next few years; we believe investors should think long-term and opportunistically leverage market pullbacks in the weeks ahead on Cybersecurity, Healthtech, Infrastructure and Platform economy (C.H.I.Ps); light at the end of the tunnel for earnings and valuations?

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October 19, 2020

A Federal Reserve survey shows progress on income inequality; America is on the cusp of a political Year 2000 (Y2K) moment, portending more near-term volatility, and can coronavirus halt the urbanization megatrend?

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October 13, 2020

The labor market recovery continues but pandemic headwinds persist; we observe ongoing economic developments in Brazil and Mexico, which may offer opportunities for investors over the longer term, and investors should consider what the U.S. business cycle expansion means for investment strategy.

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