January 2015

January 26, 2015

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Executive Summary 1. Market fears? Unjustified. 2015 opened to a rocky start, with the S&P 500 falling seven out of the first ten days and down 4.5 percent from December’s highs. We deconstruct the market’s fears — of disorderly global...
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January 19, 2015

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Executive Summary 1. Investment themes for 2015. Low inflation, an improving employment picture, rising real disposable income, accelerating GDP growth, and a dovish Fed all continue to make a strong case for U.S. stocks in 2015. We favor companies with...
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January 12, 2015

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Executive Summary 1. Short-term fears, long-term prospects. Once again, we see some short-term volatility led by various market fears: of a Greek departure from the Euro, of a collapse of European banks or even of the common currency itself; of...
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January 05, 2015

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Executive Summary 1. There are attractive investment opportunities in 2015, but we expect more volatility. As we’ve said over the past several weeks, we see good momentum in economic fundamentals supporting corporate profit growth and stock price appreciation in 2015,...
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