The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis strongly suggest PEs will fall this year as rates rise and earnings revisions flatten out. This is a high conviction, non-consensus view we think is already playing out at the stock level. While unfinished in our view, it may take a…
With each passing week, month and year, Volatility ETPs have become more and more popular. This was no more...
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing...
The headlines were daunting and played out in price action this past week much as the first 100+ days...
Market and VolatilityCommentary Equity Macro and Quantitative Outlook for 2021 Our outlook for 2021 is positive for equities and...
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