Research Highlights



Global Equities: Peak Growth, Not Peak Earnings – July 26, 2021
Repeating The BoJ Mistake Of The 1980s – July 19, 2021
Don’t Short China – July 12, 2021
Bumps During Expansions Are Typical – July 6, 2021
The Long-Term Investment Outlook: Lower Your Expectations – June 28, 2021
The Fed Takes Its First (Tiny) Step – June 21, 2021
The U.S. Faces The Largest Burden From The Global Minimum Tax – June 14, 2021
U.S. Inflation: Will Higher Lows Translate Into Higher Highs? – June 7, 2021
The Fed Puts Itself Into A Corner – June 1, 2021
U.S. Housing Market: A Bumpy, But Still Bullish Outlook – May 24, 2021
Heading Towards Another Taper-Tantrum – May 17, 2021
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
  • All Research Highlights