Can strong earnings power on? Richard explains why we believe earnings strength is likely to extend through the rest of the year.… Read More
Value still waiting for a catalyst Value continues to look cheap, however predicting when it will begin to outperform is challenging. Russ suggests one potential catalyst: an unexpected acceleration in nominal economic growth.… Read More
Navigating the new volatility regime Rick and Russ on the new volatility regime, why risk is being misapprehended, and how to navigate these new challenges.… Read More
Why potential growth matters Jean explains why potential growth matters and where we see it heading from here.… Read More