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Market Outlook

Sector Rotation and Our Low-Volatility Concerns

While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.


  • Energy Stocks

    Technology Trends in Midstream Energy Producers

    By Roger S. Conrad | Aug. 20, 2017
    Every earnings season, companies in the oil-field services industry highlight emerging technologies that can help upstream operators to improve their well productivity, boost operational efficiency and reduce per-barrel production costs. The current trends and new techniques are perhaps more important than ever given current prices.
  • Global Top Cat

    Europe's Synchronized Growth

    By Yiannis G. Mostrous | Jul. 31, 2017
    Four months into the year and the global economy is in the midst of synchronized growth that should allow it to grow around 3.5 percent this year. China’s solid growth, India’s recovery after the monetarization jitters and the eurozone’s stronger-than-expected growth have been the catalysts for the strong showing this year.
  • Investment Strategy

    Focus on What Matters

    By Roger S. Conrad | Jul. 16, 2017
    Remember that the stock market comprises a wide range of investors and institutions whose different objectives and strategies dictate how they react to the news. In many instances, their approach may not align with what’s in your best interests; follow their lead at your own peril.
  • Utilities

    A New Trend in Utility M&A?

    By Roger S. Conrad | Jun. 23, 2017
    Does Eversource Energy's recently announced acquisition of Aquarion Water mark the start of a new trend in utility mergers and acquisitions?
  • Global Top Cat

    The Market Investors Love to Hate

    By Yiannis G. Mostrous | Jun. 8, 2017
    China is the stock market investors love to hate. The conversations are always about what could go wrong and rarely what could, or will, go right. And yet China’s equities have outperformed emerging markets during the past one-, three- and five-year periods. For the past year, we’ve made the case that cyclicals and growth names should be the focus when investing in China.




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