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June MLP performance seemed to reflect a reversal of sentiment as COVID-19 cases returned in certain regions. That likely influenced...
Our macro regime framework continues to indicate the global economy is moving into a recovery regime, confirming our expectation of an inflection in the business cycle....
Small-cap stocks have had a tough run versus the larger-cap cohort of the US equity market, having underperformed large caps three consecutive calendar years and four...
In a post-coronavirus investment world, Jeff argues that investors should be rethinking the role of fixed income in portfolio construction and ask themselves if they are...
Is the nascent economic recovery V-shaped, U-shaped, L-shaped, W-shaped, square root-shaped, Nike swoosh-shaped or something else entirely? I haven’t seen this much debate over what we...
The gold and precious metals mining equities have rallied sharply off their March bottom to 15% higher year-to-date through June 1 and 77% in the last...
Unusual times require more than the usual sources of information to assess the investing backdrop. Jeff Shen discusses how alternative data is making a difference today....
Rick Rieder, Russ Brownback and Trevor Slaven contend that in the tug-of-war between the considerable economic damage stemming from the coronavirus and subsequent lockdowns, and the...
Elga lays out two main reasons to be optimistic on Europe – and European assets. Europe was initially slow in launching policy measures to combat the...
Recent underperformance has led some to declare the death of value investing, but don’t be so quick to dismiss it. As of this writing, recent jobless...
