4 minute read
With Growth a crowded and expensive trade, might Value offer better value?
6 minute read
Maintaining cautiously optimistic stance as macro concerns fade.
2 minute read
Contrarian approaches may offer a missing piece to investor portfolios.
7 minute read
Upgrading year-end S&P target to 5,000 as rocky landing scenario nears end.
Recession odds have fallen.
5 minute read
Defensive positioning didn’t hurt the first half. In the second half, it may help.
The bump in April retail sales belies a deceleration of consumer spending.
Bulls looking past the crosscurrents … for now.
Opportunities can be found in small-cap markets.
10 minute read
2023 outlook to us looks like more of the same as "rocky landing" proceeds.
Not until the stimulus stockpile is gone. But what then?
Perhaps. But the focus should be on quality.
Remaining defensive as 2023 consensus on earnings and Fed remains too optimistic.
With peak yields in sight, better times may be too.
Everything we thought might go wrong at start of the year, has.