In the face of a pandemic that has brought the world to its knees, Chinese markets have been outperforming the rest of the world. It may seem strange that the source of COVID-19 is leading the way for 2020. It may seem especially inappropriate given the international backlash towards the...
OUR THINKING
RESEARCH & THOUGHT PIECES FROM OUR TEAM
Value Investing Does Not Mean Low-Multiple Investing
Jun 16, 2020
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At the 73rd CFA Annual Conference, Aswath Damodaran, Professor of Finance at New York University’s Stern School of Business was asked for his thoughts on value vs. growth investing. His response:
If by value investing you mean investing in something (where) the price is less than the value,...
Is The Market Underestimating Long-Term Inflation Risk?
May 27, 2020
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China-U.S. tensions have been rising. Governments worldwide have jumped in to fill the economic gaps left by COVID-19. The Fed’s money printers have certainly been… whirring?
The worst pandemic in 100 years has shaken up economies, markets, and geopolitics. During world-changing...
Identifying What You Own And Don't Own: Now Is the Time To Understand Your Holdings
Mar 13, 2020
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Spurred by fears of the Coronavirus and exacerbated by the precipitous drop in energy prices, stock prices experienced dramatic declines over the past few weeks.
It is easy to talk about thinking logically rather than emotionally but accomplishing this task during times of market stress can be...
Coronavirus, Plunging Oil Prices, Record Low Interest Rates, Falling Stock Prices ... What's Next???
Mar 09, 2020
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Just as investors were trying to come to terms with the Coronavirus, Saudi Arabia decided to flood the market already depressed by the virus, with hundreds of thousands of barrels of additional oil per day. While this initial volatility is a price war between the Saudis and the Russians, U.S....
The Virus That's Plaguing the Market
Feb 28, 2020
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As you are probably aware, stocks have recently retreated as investors are trying to determine the economic and financial implications of the Coronavirus, or COVID-19. Despite beginning the year on a strong note, the Standard & Poor’s 500 (S&P 500) has now pulled back about...
2020 Elections & The Fate Of Markets
Jan 08, 2020
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In this Paper
• 74-year history of politics and the S&P 500
• Trump’s incentive to not exacerbate the trade war
• The consequences of extreme partisanship
The United States begins the year with elections looming. Depending on whom you ask, the world as we know it may...
The Key To The Upside Is Managing The Downside
Apr 06, 2018
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In today’s market environment, one of the most impactful decisions investors must make is choosing an investment manager to help them achieve their financial goals. After years of a rising stock market, record low interest rates and volatility that has remained compressed near...
Volatility Snaps Back
Feb 06, 2018
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As recently as a week ago, the most frequent question investors asked sounded similar to: “How long can these good times last?” Today the polar opposite question is being explored; namely: “Is this the beginning of another 2008?”
First, let’s begin with framing...
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