2024 earnings: The likely convergence of the “haves and have nots”

2024 earnings: The likely convergence of the “haves and have nots”

April 05, 2024 |Kelly Bogdanova

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

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High expectations for U.S. equity markets

High expectations for U.S. equity markets

April 03, 2024 |Jim Allworth

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

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The metamorphosis of European equities

The metamorphosis of European equities

March 28, 2024 |Frédérique Carrier & Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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Central banks are off to the races

Central banks are off to the races

March 21, 2024 |Thomas Garretson, CFA

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

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The importance of focusing on time horizon

The importance of focusing on time horizon

March 14, 2024 |Atul Bhatia, CFA

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

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Key things to know about U.S. elections

Key things to know about U.S. elections

March 06, 2024 |Kelly Bogdanova

As presidential elections have become more contentious, perceptions have risen that the stock market’s fate can hang in the balance depending on who wins. There are four principles investors should keep in mind.

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A worldwide wave of elections

A worldwide wave of elections

March 06, 2024 |Frédérique Carrier

2024 marks a case of rare planetary alignment, with close to half the world’s population heading to the polls. While the brightest spotlight will fall on the U.S. election, we focus on elections beyond the U.S. and why they matter to investors.

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Shaking up corporate Japan

Shaking up corporate Japan

February 22, 2024 |Frédérique Carrier

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Positioning for inflation shocks

February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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Are banks facing a real estate reckoning?

Are banks facing a real estate reckoning?

February 08, 2024 |Atul Bhatia, CFA

Despite the hard realities of mounting losses on real estate loans, we think a fair dose of hyperbole is going around. We dissect the problem before arguing the overall U.S. banking system is healthy and able to weather any volatility ahead.

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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

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