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INVESTMENT THOUGHTS

July Thoughts from the Research Desk Thumbnail

July Thoughts from the Research Desk

While we have written a lot of updates about what we’re seeing in the U.S. markets, we thought it would be important to provide our thoughts on what is going on in the rest of the world. This week alone saw two major market drivers – the announcement of a record €750b rescue fund by the European Union and further deteriorations in the US-China relationship with each party closing down a consulate in each other’s country.

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2020 Mid-Year Thoughts Thumbnail

2020 Mid-Year Thoughts

Given everything that has transpired over the last few months, it is almost hard to believe that there is another half a year to go - a half that much like its predecessor will have its own set of opportunities and risks. We will look back at the first half of the year in our quarterly review, but for this week we wanted to provide our thoughts around the current investing landscape. This piece has been put together after reading numerous research reports as well as multiple conversations with teams we invest with.

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May Thoughts from the Research Desk Thumbnail

May Thoughts from the Research Desk

In the last few weekly pieces that we wrote, we identified several factors that investors have cited as reasons for the equity market recovering in the way that it has. One of them is signs of optimism around the economy opening up and things slowly returning to normal. Different investors have differing opinions as to the time frame of a "return to normal" and, what normal would look like - that's what makes the market move. No matter what their opinions are, as data is slowly released, they will reassess their beliefs and their holdings and the market will move accordingly. Using research from Goldman Sachs and Natixis, here is where things currently stand.

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March Thoughts from the Research Desk Thumbnail

March Thoughts from the Research Desk

Here are three things that have continually come up in our conversations with strategists, economists, and other financial professionals as well as in various reports that we have been reading.

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February Thoughts from the Research Desk Thumbnail

February Thoughts from the Research Desk

So full disclosure - for my monthly thoughts piece, I was already planning on writing about the Coronavirus, but really more from the perspective of the Chinese economy, and not from the perspective of the recent global equity sell-off. But I did want to address the equity sell off before I dive deeper into my original thoughts.

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