A Market Broadening Could Renew Interest in Small Cap, International Equities

2Q 2024
Continued under-performance has only made the discount to larger-cap stocks that much more appealing for long-term investors. International developed markets are long on financials and industrials – areas of the market that would be primed for a broadening trade sparked by a reverted yield curve and global expansion.

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Even If Market Gains Are ‘Too Far, Too Fast,’ Data Points to a Continued Strong Economy

1Q 2024
We believe the US economy remains on solid footing as employment holds up and inflation holds the improvement made over the past year.

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2024: Expect a More Challenging Environment—But Not a Dearth of Opportunities

4Q 2023
The eye-popping gains of 2023 mean a lot of good news is already priced into financial markets. Generally supportive fundamentals argue for a “constructive” investment stance poised to take advantage of any meaningful weakness.

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