U.S. Equity Strategy
Our long-term bullish outlook remains intact. The weight of the evidence still points to further upside, allowing, of course, for occasional...
561 Views
U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
499 Views
U.S. Equities:Â Sector & Group-Level Trends Confirm Risk-On Environment
Our outlook remains bullish, and this is not based solely on new highs in the S&P 500 or Russell 2000. While we like to have those boxes...
650 Views
The Decline of the EntrepĂ´t Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
1.8k Views
Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
1.3k Views