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
The market has recovered at a torrid pace since the COVID-Crash in March. Despite the recent pullback in big tech names, the S&P 500 has been carried by the largest companies on the index. In fact, the largest companies in the United States have become so large and so important to the index,...
The last few months have continued to cement our conviction to avoid investment in China-based companies. The Senate passed a bill that could force the delisting of China-based stocks on U.S. exchanges.(i) The anti-CCP rhetoric has been ratcheted up to a fever pitch as November approaches. And...
We are now less than four months away from the U.S. elections. Things have changed since our last analysis. We are due for an update.
The Democrats have the momentum going into the final stretch. COVID-19 and its fallout have put a significant damper on the Trump campaign. The...
These markets sure feel greedy. It is difficult, even in these times of quarantine, to avoid being asked about buying stocks in bankrupt companies. The recent insanity in capital markets has captivated much of the financial world. Anecdotes of borderline degenerate gamblers up 100, 200, 300...
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,...
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...
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...
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....
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...
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...
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...
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