U.S. Elections 2024 & Fiscal Repair: Taxes, tariffs or a third choice?
By: David Bianco
The end of macro?: Some companies are so big they are the macro
Equity wealth and inflation: What would Milton Friedman say?
2024 Outlook: Long live this faint cycle or bumps toward a new one?
For two years Europe's small caps have been lagging blue chips, despite good earnings and very low valuations. This might change in 2024.
With its diverse strengths, Asia remains a global growth driver in our view. It is worth taking a look at the entire region, not least as a potential counterweight to the dominance of U.S. equities.
In theory, quality investing makes a lot of sense in an uncertain world. In practice, it takes a great deal of skill and effort.