Category

Firm Insights

More Room for Stocks to Run?

Is There More Room for Stocks to Run? Equity Risk Premium metrics offer some interesting information.
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Consumers May Be Primed to Spend

Could pent up demand accelerate growth once consumers feel safe to spend, both from an economic and a health perspective?
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Historically, Small Caps Lead the Way

Following the past five drawdowns of over 30%, stocks have put up significant returns with small caps outperforming large caps.
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Fear and Capitulation

The market movements From March 9th leave many asking, "What is an investor to do?"
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Markets and a Health Crisis: What Happens Next?

As the world continues to deal with the burgeoning coronavirus, investors may need a reminder about past health crises and the resulting market return in meaningful time periods later. Today should be no exception.
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Our View on the Coronavirus and the Stock Market

Like many, our equity teams have spent considerable time thinking through the cascade of "what happens if” scenarios pertaining to the new coronavirus outbreak.
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Is the Yield Curve Signaling a Possible Rate Cut

Flight to safety flows, especially from overseas buyers, have recently put downward pressure on long-dated treasury yields.
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Framing manufacturing in a more positive light

Two different measures have been sending very different signals since the summer of 2019.
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