Search results for: growth

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Where’s Waldo? Be on the lookout for rising costs in a low growth world

Broad measures of cost inflation (PPI and CPI) growth rates have remained near 2% for the past three years. However, sharp increases have occurred in isolated areas like trucking, but the effect is far-reaching.

Tagged with: Equities, Investing

Quality milestone in the European recovery story

Business, economic and political news all point to a strengthening recovery in Europe. We foresee a period of low inflation and low interest rates in Europe.

Tagged with: Global Economy, Investing, Markets

A less certain world favors high-quality stocks

Current sentiment indicators do not suggest that Europe is heading back towards recession, though GDP growth will remain subdued. If Q3 sees a rebound, full QE may be unlikely this year, but any further weakness will increase the pressure on the ECB to act.

Tagged with: Economy, Equities, Global Economy, Investing, Markets

A tepid cyclical lift

Cyclical investment and discretionary spending are on track to deliver earnings growth of 7% in the S&P 500. Strength in some consumer durables appears more of a “wallet share” gain than a general lift due to recovering wages or a release of excess savings.

Tagged with: Equities, Investing, Markets

India’s new government fires investor enthusiasm

The landslide victory of the pro-business Bharatiya Janata Party (BJP) has transformed investor sentiment towards India. As the new government puts its stamp on policy, it will create investment opportunities not only in the domestic economy but also in sectors exposed to government-led reform.

Tagged with: Global Economy, Investing

Emerging market equities — Still a world of opportunity

Despite a disappointing last five years, the structural growth drivers that have long made emerging markets an attractive area in which to invest are as compelling as ever. While emerging markets may be a single asset class, they are anything but homogenous.

Tagged with: Equities, Global Economy, Investing

Asset allocation: Q4 equity strategy

After the recent correction and with the breadth of our asset allocation research still favoring equities, we are rebuilding an equity overweight, primarily using U.S. large-cap stocks. While the Fed heads toward the exit, the European Central Bank is planning to provide further monetary easing and the Bank of Japan is continuing to expand its balance sheet.

Tagged with: Asset Allocation, Economy, Equities, Investing, Markets, U.S. Economy

It’s a mobile world

While the growth of smartphones on the high-end is decelerating, the low-end in China and the emerging markets continue to see strong growth. The outlook for communications infrastructure seems to have improved.

Tagged with: Equities, Investing

Income inequality, disinflation and profit growth — the role of globalization

Income inequality has tended to rise in both developed and EM. Companies look across the globe to determine where they can manufacture their products at the lowest risk-adjusted cost.

Tagged with: Economy, Global Economy

Thoughts on navigating market volatility in today’s technology markets

We are seeing a market rotation from momentum to value on macro factors and internal market dynamics. Keys are to stay diversified, look for businesses with strong moats and that produce solid cash flow and compare to historical valuations.

Tagged with: Equities, Investing
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