Research Highlights



The Punchbowl Is Fully Spiked – May 10, 2021
The Euro Area’s Time To Shine – May 3, 2021
U.S. Inflation Is Headed Higher – April 26, 2021
Financials And Tech Will Be Key Drivers Of Style Performance – April 19, 2021
China Remains One Of The Key Global Growth Engines – April 12, 2021
The Fundamentals Are Positive, But Mostly Discounted – April 5, 2021
Focussing On Longer-Term Investment Strategy – March 29, 2021
The Fed Versus The Treasury Market – March 22, 2021
Should Equity Investors Fear A De-Rating Phase? – March 15, 2021
Will The Bond Bear Maul The Equity Bull? – March 8, 2021
U.S. Tech Stocks: Gathering Headwinds – March 1, 2021
U.S. Fiscal Policy: Too Much Of A Good Thing? – February 22, 2021
First The U.S., Then The U.K. And Germany – February 16, 2021
Global Equities: Economic Growth Needs To Boom – February 8, 2021
U.S. And China: The Two Global Equity Elephants – February 1, 2021
U.S. Bank Stocks: Has Godot Finally Arrived? – January 25, 2021
Treasury Yields: Ride The Waves – January 18, 2021
The Beginning Or End: The Capital Markets Versus The Economic Cycle – January 11, 2021
Lots Of Uncertainty, But Also Lots Of Opportunity – December 28, 2020
A Surprisingly Good Year: Let’s Do It Again? – December 21, 2020
Inflation Is Dead, Or Is It? – December 14, 2020
Fixed Income: A Potential Disruptor In 2021? – December 7, 2020
Oil Demand Is Recovering, But Supply Will Remain The Swing Factor – November 30, 2020
The Great Rotation: Are You Positioned? – November 23, 2020
The End Of The U.S. Dollar Era – November 16, 2020
In The End, The Economy Dominates – November 9, 2020
Tactical To Secular Investment Opportunities – November 2, 2020
U.S. Growth Stocks: Late Innings – October 26, 2020
Trump Versus Biden – October 19, 2020
Layoffs: Temporary Or Permanent? – October 13, 2020
  • All Research Highlights