Market and Volatility Commentary Upside for EM Equities and Value; Evolution of the Trade War; End of Cycle and Fiscal Measures Value Rally and EM Equities: 30 July 2018 Marko Kolanovic, PhD: Global Quantitative and Derivatives Strategy Bram Kaplan, CFA J.P. Morgan Securities LLC Earlier this month, we upgraded EM and Value equities in our Asset Allocation report. The recommendation is…
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
August is typically a lesser performing month for the S&P 500, only to be outdone by September. September is...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support...
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