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Market Outlooks
MarketScape: How to Reconcile Dueling Outlooks for U.S. Earnings
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Amid dueling forecasts, we anticipate a slight adjustment in the U.S. equity margins. Gain clarity from Deputy CIO and CIO of Global Equities Michael Hunstad, Ph.D. as he discusses current conditions.
Policy and Regulatory Commentary
Are “Junk Fees” A Winning Election Issue?
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If July was Republicans’ “ESG Month,” August (and potentially everything after, at least until next November) might just be Democrats’ “Junk Fee Month.”
Market Outlooks
MarketScape: A Touch of Over-Optimism with Equities Globally
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Global equities have performed well over the past month, but we think over-optimism on U.S. earnings growth in the coming years along with challenging economies in Europe and China merit caution by investors. Chief Investment Strategist for North America Chris Shipley describes how we’re positioned for this market.
Market Outlooks
China Drags Down Global Equities, to Report More Economic Indicators this Week
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China reported last week deflation and significant drops in trade. This week, China is scheduled to release retail sales and industrial production as the government may consider more economic aid.
Market Outlooks
MarketScape: How Imbalance in a Niche Private Equity Market May Spur Opportunity
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The difficult public bond and equity markets last year have created an imbalance this year in the private equity secondary market, where private equity holdings are bought and sold. Managing Director of 50 South Capital Bob Morgan explains how a buyers’ market has developed
Market Outlooks
July Ends with Solid Global Stock Gain, US Inflation May Rise
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Natural resource stocks drove July gains with economic stimulus in China. July inflation may rise to 3.3% while core inflation could stay steady.
Policy and Regulatory Commentary
Election 2024: A Total Tossup?
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Ready or not: Election 2024 is upon us.