Seven Out-of-Consensus Calls for 2016
We highlight seven out-of-consensus macro calls for 2016 that could generate significant alpha for investors.
Seven Out-of-Consensus Calls for 2016
We highlight seven out-of-consensus macro calls for 2016 that could generate significant alpha for investors.
Fear, Greed and the Purchasing Managers Index
Recent movements in the Purchasing Managers Index for the US manufacturing sector suggest that the stock market is overdue for a pullback.
Looking into the Crystal Ball: Our Outlook for Stocks and the Economy in 2015
Our annual forecasts provide a useful framework for the coming year and underpin our investment strategy. However, we don’t regard these predictions as written in stone; our outlook necessarily evolves when market and economic developments warrant a change.