Global Equities

U.S. Equities Are Expensive…(?)

U.S. equities bears have been out in full force during the first nine months of 2023. The most common bearish thesis over the summer sounded something like this: The Federal […]

October 16, 2023 | Global Equities |

Overlooked but Not Forgotten  

Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year. By most measures, 2022 was a challenging […]

Where Will Investors Focus Next?  

A shift in focus may be upon us in U.S. equities. Investors had a lengthy list of worries in the first three quarters of 2022, starting with the omnipresent war […]

Stagflation Redux?  

Are we poised to relive the economic malaise of the 1970s and early-1980s? Inflation emerged as the primary concern for the markets during the second quarter. The Consumer Price Index […]

July 17, 2022 | Global Equities , Economics |

Is the Federal Reserve to Blame for the Recent Market Volatility?

Why are markets so volatile even though the Federal Reserve telegraphed their interest rate stance? Under the leadership of Chairman Jerome Powell, today’s Federal Reserve Board was supposed to be […]

April 18, 2022 | Global Equities |

The Great Fall of China

The consensus seems to feel Chinese equities are uninvestable. Read why the herd could be wrong. The year was 2019. Chinese equities were in the middle of a strong year. […]

January 16, 2022 | Global Equities |

Buy Economically Sensitive for a Sensitive Economy

Where are the superior risk/rewards in this sensitive economy? Many investments have more than doubled since their pandemic lows.  However, the U.S. equities market is in an interesting position as […]

October 12, 2021 | Global Equities |

The Resiliency of Markets and Mankind

It’s December 31st, 2019 and financial markets around the world just capped off one of the best years on record. At that time, if someone had told you we were […]

January 15, 2021 | Global Equities |

The Rotation from Growth to Value

The financial media has recently begun to focus on the ongoing rotation from U.S. growth stocks to U.S. value stocks. Specifically, a rotation out of high valuation, momentum growth companies. […]

November 13, 2020 | Global Equities |

FOMO – Battling Biases in 2020 and Beyond

As 2020 begins, the year may change, but human nature does not. Humans evolve and refine their thinking, yet common cognitive biases remain. This is especially true when markets are […]

January 15, 2020 | Global Equities |

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