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March 24, 2020
Fundamentals drive technicals, and technicals drive price...
March 19, 2020
We consider the coronavirus outbreak a temporary shock, inducing a technical recession but not fundamentally impairing productive capacity.
March 12, 2020
Here is how we are positioning portfolios through this turbulent time.
Highlights from the week of March 27 – April 2, 2020.
Highlights from the week of March 20 – March 26, 2020.
Fundamentals drive technicals, and technicals drive price—it’s time to own durable yield for the zero interest rate world ahead.
Highlights from the week of March 13 – March 19, 2020.
We consider the coronavirus outbreak a temporary shock, inducing a technical recession but not fundamentally impairing productive capacity. Considering this and an expanded equity risk premium, we see stocks as more attractive than bonds.
Highlights from the week of March 6 – March 12, 2020.
When swans fly in a group, it’s called a “wedge”— nothing suggests this term changes if the swans happen to be black. Here is how we are positioning portfolios through this turbulent time.
In January, we highlighted signs of green shoots in economic data—learn how recent developments affect our outlook.
We continue to believe the economies of China, Europe and Japan are in the process of reaccelerating. Although the coronavirus alters the near-term outlook for Asia, underlying market fundamentals historically have prevailed once an outbreak subsides.
Headlines about soaring credit card debt overlook several important points – learn how recent developments affect our outlook.