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Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.
Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.
No one likes the messenger who brings bad news — unless that news leads the Fed to cut interest rates.
Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.
Highlights from the week of July 12 – July 18, 2019.
Highlights from the week of July 5 - July 11, 2019.
Highlights from the week of June 28 – July 3, 2019.
Highlights from the week of June 21 – June 27, 2019.
Ominous headlines suggest growing risk on corporate balance sheets, but don’t forget about broader strength in the U.S. consumer.
Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.
No one likes the messenger who brings bad news—unless, of course, that news leads the Fed to cut interest rates.
Growing tension between the U.S. and China sparks volatility – which path will markets take from here?
We believe the equity market is in a late-cycle environment, which becomes harder to navigate as recession concerns start to rise.