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We remain overweight the Energy sector, as analysts continue to raise earnings estimates and the sector is very favorably valued, though the picture has become somewhat more mixed as crude oil prices have been...
Fed Chair Jerome Powell testified before Congress on Tuesday alongside Treasury Secretary Janet Yellen, and markets were listening. While many topics were discussed, the markets responded most to Powell’s indication that the Fed may...
Inflation remains a hot topic among investors, policy makers, and voters. While there is not a great deal that policy makers (fiscal or monetary) can do in the short term to control inflation (today's...
One of the themes in our sector/style work recently has been to tilt somewhat more toward Growth over Value and Cyclical areas within the US market. Why? Three key factors support Growth over Value,...
As emerging market (EM) equities continue to lag those of developed markets (DM), a question we sometimes get is “why have the stock markets for ‘higher growth’ emerging markets lagged developed markets so much...
Problems with the “supply chain” have been a key topic among investors, consumers, business managers, and political leaders. While we cannot offer an easy fix for what is an extremely complex and global issue,...