Consumer Staples Should Be A Staple In Your Portfolio In 2017
To say the last few years have been challenging for money managers is probably an enormous understatement. Just over a year ago sentiment was at historic lows and defensive themes, strategies and...
View ArticleDividends: A Safe Haven Attribute Or A Performance Trap?
There is no doubt that the investment landscape has changed dramatically in the post-Great Recession era. In recent years, we have highlighted over and over that structural woes are now a constant...
View ArticleThe Utilities Sector: The Best Hedge Against Disappointment In 2017
The S&P 500 is up nearly 5% this year. If you were to annualize that number, the market is tracking up 20% for 2017. Not only do we believe that this will not be the case … we believe the headline...
View ArticleM&A Activity Has Adapted To The Era Of Uncertainty
Nearly every time we have had a negative outlook on the market/economy over the last decade, we have heard the pushback from clients of “what about all the cash on corporate balance sheets?” The...
View ArticleThe 7 Lessons Of Behavioral Finance That Can Make A Difference In 2017
The structural backdrop of the past few years has set the stage for what has become one of the most challenging investing landscapes investors have witnessed in their careers. Uncertainty has permeated...
View ArticleApproaching Peak Creditworthiness … Getting Ahead Of Rating Changes
Last year, the equity market climbed a wall of investor worry. It’s common for skepticism to prevail in the early innings of a recovery, as leading indicators move higher while fundamentals lag....
View ArticleHow To Position Within The Tech Sector For Weakness In LEIs
So far this year, the FANG stocks are up 26% and reflation stocks (IND, ENE & MAT) are up 1%. Based on performance alone, it is hard to say we have not entered a new phase of the business cycle....
View ArticleConventional Wisdom On Size Cycles May Be Misleading Investors
Investment managers that started off the year with a portfolio positioned for a continuation of the 2016 cyclical rally have been generally disappointed. The headline large-cap indices have gained, but...
View ArticleIndustrial Underperformance Likely In The Early Innings
Last year, investors climbed the wall of worry. Equities benefited from the stabilization in global economic data thanks to past stimulus. The stabilization alleviated investors’ concerns (risks) and...
View ArticleDon’t Try To Catch A Falling Knife … Beware Of Value Traps!
The weakness in value stocks has been worrisome for many investors, as these were the market leaders of 2016. While typically the market is quick to adjust to changing leadership, the rotation back...
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