More of our insights
Q1 2023 3D Report: You can run for a long time, but sooner or later…
Zero interest rates and quantitative easing have long provided seemingly interminable tailwinds. But 2022 and Q1 2023 prove we’re now in a cut-down phase.
Stocks trapped in (an expensive) trading range?
Stocks have spent the last year range-bound. This week’s chart looks at the challenges they may face moving materially higher.
Thrift is a gift: Capitalizing on the capex reversal
After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.
As rates reverse, a growth renaissance?
As rates plunged in March, growth stocks spiked. This week’s chart looks at the ever-shifting changing growth-value dynamics in recent years.
Amid recent market retreat, return expectations plunge.
Have bears taken over the market? This week’s chart looks at the roller-coaster ride for investor sentiment this year.
U.S. equities: Between a rock and a hard landing
Despite the strong start to the year, equities remain stuck between the risk of further policy tightening and a painful decline in profit margins.
