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Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Market Outlooks
Economic and Commercial Real Estate Outlook: Bracing for Uncertain Times
This piece is approved to use with clients.
Global economic outlook now fraught with risks.
Investing Ideas
What is a Stock Worth?
This piece is approved to use with clients.
Implications for Equity Investing at Historic Valuations
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Investing Ideas
Investing in founder-led companies
It may align with your goals to consider companies run by their founders.