Market Updates
April 15, 2024
Is the world on a collision course with China? Plus employment and inflation surprises reinforce the view that monetary policy may not be as restrictive as presumed, and while some factors are working against consumers, their strength remains underpinned by others.
April 8, 2024
Higher-for-longer energy prices could short-circuit rising hopes for a smooth transition to a new economic expansion. Plus investors have seen India's equity market grow in importance over the past 10 years, and we ask whether it's time to panic over rising U.S. net interest costs.
April 1, 2024
We present four charts that are prominent on the Chief Investment Office radar screen, ask whether the Federal Reserve's pivot is reigniting inflation and reflect on how positive fundamentals fueled Equity performance in the first quarter.
March 25, 2024
We believe the appetite for Equities remains strong despite underlying risks such as inflation misses or sporadic bank issues. Plus we identify a systemic richening in muni valuations, and the secret sauce to U.S. economic dynamism.
March 18, 2024
We believe slowing economic growth in China is compounded by geopolitical risk, economic policy uncertainty, an inefficient financial system, and demographic challenges. Plus we discuss ways to best position portfolios for the remainder of the year, including non-technology Artificial Intelligence opportunities.
March 11, 2024
Real long-term interest rates have risen amid concerns about the sustainability of U.S. deficit spending. Plus dividend stocks have faced stronger competition from the bond market, and we believe the equity bull run will continue as fundamentals have held up and market leadership shows signs of broadening.
March 4, 2024
At this time we see potential value in the larger, diversified U.S. banks despite the possibility of added volatility as the Financial sector works through the transitioning of credit, economic and policy cycles. Plus in our view, the current earnings season in Europe has been underwhelming while demand from China remains a challenge.
February 26, 2024
In anticipation of the November vote, we see a world boosting defense spending and hear businesses recasting global supply chains. Plus the growing probability that the economy has begun to reaccelerate is making monetary easing less certain, and the liquidity pivot.
February 20, 2024
We view the global transition toward a clean energy future as still very much in progress. Plus yield curve inversions now and then, and the U.S.-China “de-risking" debate will remain front and center as the election approaches.
February 12, 2024
Investing at all-time highs doesn't mean avoiding the market altogether and potentially missing opportunities for returns. Plus in our view investors should ignore hype and stay focused and disciplined when constructing and balancing portfolios, and commercial real estate's slow burn.
February 5, 2024
There is raised confidence in a soft landing at the global level, with more-resilient-than expected emerging market economies and government efforts to boost the flailing Chinese economy. Plus if a soft landing is achieved, that may be positive for risk assets while Small-caps may continue to gain momentum.
January 29, 2024
Why semiconductors should matter so much for investors. Plus constructing portfolios in a bull market of negativity and election uncertainty, and we ask whether international equity markets might outperform in 2024.
January 22, 2024
It may take a combination of conditions falling into place for stocks to build out a more sustainable move up. Plus unprecedented pandemic liquidity is still suppressing credit spreads, and the emergence of the U.S. as an energy superpower.
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