Webcast – Our Differentiated Views On U.S. Consumer Discretionary And Industrial Stocks – (12min:06sec) – April 14, 2021


industrials

 

Webcast – Our Differentiated Views On U.S. Consumer Discretionary And Industrial Stocks – (12min:06sec) – April 14, 2021
Webcasts, Webinars & Roundtables · 

In this week’s Webcast Salvatore Ruscitti discusses the 6-12 month prospects for the U.S. consumer discretionary and industrial sectors.



 

U.S. Equities – Industrial Stocks: Will Earnings Deliver? – April 13, 2021
 · Equities · 

After lagging in December and January, U.S. industrial stocks have resumed outperforming in recent months.



 

U.S. Equities – What The Bond Market Rout Means For U.S. Equities – March 2, 2021
 · Equities · 

U.S. equity prices have been volatile of late due to a rapid rise in bond yields as government fixed-income markets have begun to discount stronger-than-expected economic growth and higher inflation.



 

Equities – Canada: Earnings Beta Still Tied To Resources – February 24, 2021
 · Equities · 

Canadian stocks will benefit from an improving domestic and global economy over the next 6-12 months, but we expect them to continue to underperform their global peers during the period.



 

U.S. Equities – Road & Rail Stocks: Are They Worth The Ride? – February 4, 2021
 · Equities · 

After rebounding from their late-March 2020 lows, the relative share prices of the road & rail sub-group have stalled in recent months, along with the broader transportation index.



 

Roundtable – U.S. Equity Sectors With Salvatore Ruscitti – January 28, 2021
Webcasts, Webinars & Roundtables · 

In this Roundtable, MRB’s U.S. Equity Strategist, Salvatore Ruscitti, discusses the outlook for the U.S. equity market and highlights our recommended sector positioning.



 

U.S. Sector Strategy – 2021 Outlook: From Rally To Rotation – December 23, 2020
 · Equities · 

The expected widespread rollout of COVID-19 vaccines has boosted the outlook for the global economy.



 

Webcast – Selecting Euro Area Cyclical Sectors – (9min:17sec) – August 19, 2020
Webcasts, Webinars & Roundtables · 

In this week’s webcast, strategist Peter Perkins discusses the outlook for key euro area cyclical equity sectors. He expects cyclical sectors to outperform the euro area equity benchmark on a 6-12 month horizon, although selectivity is appropriate.



 

Euro Area Equities – Cyclical Earnings Recovery Opportunities – August 18, 2020
 · Equities · Research Reports · 

Euro area traditional cyclical sectors, including consumer discretionary, industrials and materials should benefit from absolute and relative earnings upside over the next 6-18 months as the global economy recovers.



 

U.S. Equities – Follow The Profit Cycle – July 23, 2020
 · Equities · 

The uncertainties unleashed by the COVID-19 pandemic pose a significant challenge for investment strategy.



 

U.S. Equities – The Virus Makes The Timeline – March 31, 2020
 · Equities · 

U.S. stock prices have recently bounced from their lows. To a large degree, the performance of the equity market going forward will be a function of sentiment towards the 2021 earnings outlook



 

U.S. Equities – Looking Back At 2019 and Ahead To 2020 – January 9, 2020
 · Equities · 

The U.S. equity market has started the year on a choppy note, with geopolitical tensions between the U.S. and Iran whipsawing stocks prices in recent days.



 

Webcast – U.S. Equity Market Outlook: How To Position In 2020 (19min:04sec) – January 3, 2020
Webcasts, Webinars & Roundtables · 

In this week’s Webcast Salvatore Ruscitti discusses the 2020 outlook for the U.S. equity market and how to position portfolios for the year ahead.



 

U.S. Sector Strategy – 2020 Outlook: Earnings Growth Will Still Be King – December 18, 2019
 · Equities · 

Today’s report discusses how to position U.S. equity portfolios for the year ahead.



 

U.S. Equities – Stocks Go All-In On A Trade Deal – November 18, 2019
 · Equities · 

U.S. equity prices have made new highs in the past month, with reduced recession fears and optimism about an easing of U.S./China trade tensions driving the advance



 

Absolute Return Strategy – Trading Ranges Don’t Last – October 24, 2019
Absolute Return ·  · 

Global equity markets have been rangebound over the past several months, caught between powerful macro and political crosscurrents.



 

Webcast – Still Scope For Another Upturn In The Global Earnings Cycle (11min:28sec) – October 23, 2019
Webcasts, Webinars & Roundtables · 

In this week’s Webcast, Peter Perkins assesses the earnings cycle across major markets, its key drivers, and the implications for equity prices.



 

U.S. Equities – A Reality Check For 2020 U.S. Earnings – October 16, 2019
 · Equities · 

Third-quarter earnings season kicks off in earnest this week. Our report offers a preview of what to expect and what trends to watch.



 

Global Equities – An Old, But Not Fully Mature Earnings Cycle – October 15, 2019
 · Asset Class Reports · Equities · 

The global earnings upcycle is advanced, but should continue in the sluggish growth environment we anticipate in the year ahead.



 

U.S. Sector Strategy – Stuck In “No Man’s Land” – August 29, 2019
 · Equities · 

The seesawing in trade tensions between the U.S. and China has kept equities on a rollercoaster ride in recent months.



 

U.S. Equities – Industrials: Global Dark Clouds Take Their Toll – August 1, 2019
 · Equities · 

Recent earnings reports from U.S. industrial companies have indicated that trade uncertainties and sluggish global economic growth have begun to more meaningfully weigh on the sector’s underlying fundamentals.



 

Theme – MRB’s Annual Overview Of Key Investment Themes (Part II) – May 29, 2019
 · Themes · 

This is Part II of a two-part annual update of the big-picture themes that form the foundation for MRB’s longer-term investment strategy.



 

U.S. Equities – Navigating Trade Uncertainties – May 14, 2019
 · Equities · 

Equities have been jolted in the past week after an abrupt escalation in trade tensions between the U.S. and China.



 

U.S. Equities – Road & Rail Stocks: Downside Risks Diminishing, But Caution Is Still Warranted – April 23, 2019
 · Equities · 

Our report examines the prospects for the road & rail sub-group, which is dominated by railroad companies.



 

U.S. Sector Strategy – Signs Of Stability, But Too Early To Rotate Out Of Quality And Growth – April 4, 2019
 · Equities · 

The first quarter saw cyclical stocks rebound from deeply oversold levels relative to their defensives counterparts.



 

U.S. Equities – Industrial Stocks: More Pain Ahead – March 15, 2019
 · Equities · 

Our report examines the prospects for industrial stocks, which have suffered a setback in the past week, due in part, to the selloff in Boeing’s shares.



 

Webcast – An Update On The U.S. Market Outlook And Sector Positioning (7min:45sec) – February 13, 2019
Webcasts, Webinars & Roundtables · 

In this week’s webcast, Salvatore Ruscitti discusses the outlook for U.S. equities and MRB’s recommended positioning.



 

Webcast – Perspectives From MRB Strategists (22min:43sec) – January 3, 2019
Webcasts, Webinars & Roundtables · 

In this week’s Webcast, Warren C. Smith chats with various MRB strategists in our three offices, and examines the key investment issues that we expect will dominate the landscape in 2019.



 

U.S. Sector Strategy – 2019 Outlook: Staying Balanced And Diversified – December 21, 2018
 · Equities · 

Equity markets are ending the year on a downbeat note, with end-of-cycle fears and political uncertainties continuing to weigh heavily on investor sentiment.



 

U.S. Equities – Some Hopeful Signs Amid The Gloom – November 26, 2018
 · Equities · 

 Add to Favorite Reports U.S. equity markets have remained volatile in the wake of last month’s sell-off…. Continue