We don’t think the recent rotation in US equities sets the stage for something much bigger. In our opinion, another sustained and substantial rotation won’t begin until shortly before the bubble in...

We think that a second term for President Trump would probably worsen the outlook for sustainable energy equities at the margin, and also add to the pessimism around stocks in the beleaguered electric...

This Asset Allocation Focus takes a fresh look at emerging market (EM) equities. Section 1 sets the stage, by briefly reviewing their performance over the past decade. Sections 2, 3 & 4 explore their...

The results of France’s parliamentary elections mean it should avoid the large, unfunded fiscal expansion that two of the three major political groups were advocating. But it also means France is very...