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Real assets are attracting increased attention from investors, thanks to their unique risk-return characteristics and income potential. → Read More
In the US, growth in e-commerce retail sales more than doubled in 2020 due to the COVID-19 outbreak, and is projected to grow at 12% annually over the coming years. → Read More
The recovery trade is a hot topic of conversation, and so far the trends appear to support that storyline. → Read More
Some of the more economically sensitive value stocks should be some of the key beneficiaries during the early stages of an economic recovery, based on what we've seen through history. → Read More
As we say good riddance to 2020, we enter 2021 with a confidence that new market and business cycles have arisen. → Read More
Better treatment protocols and better understanding of how to prevent the spread of COVID-19 mean that lockdowns and the associated collapse in growth are unlikely in the near future. → Read More
Midstream MLPs, as measured by the Alerian MLP Index (AMZ), ended November up 21.7% on a price basis and up 23.8% once distributions are considered. → Read More
With the odds against the Democrats winning both Senate seats in the Georgia runoff, the Biden administration will likely have to work with a Republican Senate majority to navigate various tax policy issues in the coming year. → Read More
Over the past two weeks, my team has gotten many questions about the impact that a Biden administration could have on various areas of the stock market - and whether we might soon see a new era of value outperformance. → Read More
A new high is not in itself any kind of danger sign. Stock market averages are not mean-reverting. → Read More
Many international smid-caps have far longer operating histories than US companies, but are actually in an earlier stage of corporate evolution. → Read More
Lost in election season and pandemic news flow has been the relative stabilization in energy macro and midstream fundamentals since March. → Read More
As we face a challenging Thanksgiving holiday, we highlight reasons to be optimistic about the markets. → Read More
The return of the coronavirus across Europe and the Americas represents an important risk factor for the global economic recovery. → Read More
Midstream equities outperformed the broader markets in October as third-quarter earnings season kicked off with better-than-expected results. → Read More
Emerging market growth stocks have had an unprecedented run versus value over the past decade. COVID-19 has essentially amplified trends that were already underway in EM and accelerated the prospects of e-commerce, fintech, food delivery, ride-hailing, gaming, cloud, and other similar digitally driven companies. → Read More
History has taught us that the presidents who have experienced outsized market returns typically were inaugurated in troubled economic environments. → Read More
Not only has the PMI across the worldwide manufacturing sector enjoyed a literal V-shaped recovery, but it has achieved levels of optimism higher than those immediately preceding the lockdown. → Read More
Research and development (R&D) dollars spent in the auto industry were close to $130 billion in 2018, only trailing R&D dollars spent in the Healthcare and Information and Communications Technology sectors. → Read More
It is not a prerequisite that an overwhelming majority of the country approve of the president for US equities to go up. → Read More