MAP Views

Research & Thoughts from Our Team

MAP Views: 2019 Year-End Review and 2020 Preview
January 14, 2020
Earnings flat, valuations up. Emerging markets attractive. Bond yields less attractive. Selectivity is key.
2020 Elections & the Fate of Markets
January 8, 2020
74-year history of politics and the S&P 500. Trump’s incentive to not exacerbate the trade war. The consequences of extreme partisanship.
MAP Views: Fourth Quarter 2019
October 25, 2019
Elections on the horizon. "It's the economy, stupid". Average investor performance.
MAP Views: Third Quarter 2019
July 31, 2019
Global bond yields continue to sink. Steadfast selectivity will be the key. Trade deal views.
MAP Views: Second Quarter 2019
April 16, 2019
Markets rebound. Fed soothes investors' jitters. Valuations appear reasonable (for some companies).
MAP Views: 2018 Review & 2019 Preview
January 22, 2019
As 2018 ended with a correction, we look to the year ahead: what you don't own can be as important as what you do.
MAP Views: 2018 Review and 2019 Preview
January 22, 2019
Tempered GDP growth moving forward. Valuations fair. Supply, Demand, and the Bond Market.
MAP Views Special Edition: Happy New Year!?
December 27, 2018
Stocks take a dip. Markets on autopilot. Fed signaling. Not as bad as the market says?
MAP Views: Fourth Quarter 2018
October 25, 2018
Beware the yield curve. Tariffs showing their teeth. Interest rates and their effect on growth stocks.
MAP Views: Third Quarter 2018
July 16, 2018
Inflation fears and rate hikes. Flat yield curves signal low expectations. Emerging markets show declines.
MAP Views: Second Quarter 2018
April 13, 2018
Rising interest rates place pressure on stock prices. Trade war incoming? How many people does it take to make a ton of steel?
The Key to the Upside is Managing the Downside
April 6, 2018
If you want to thrive, you first have to survive. MAP's strategy attempts to capture less downside risk than the market.
Volatility Snaps Back
February 6, 2018
Was it really a record decline? Bad times ahead? Opportunities produced by algorithms.
MAP Views: 2017 Review and 2018 Preview
January 22, 2018
Synchronized global growth. Why should stock investors care about bond yields? Our two cents on bitcoin and blockchain.