“Industry Perspectives” 4Q 2019

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Download our latest "Industry Perspectives"

 

Read our view on the economy and key drivers of change in the global equity markets.

Date Published:
January 2020

Pages:
3

OVERVIEW:
For the first time in U.S. history, the U.S. economy started and ended an entire decade without a recession. What a difference a year makes! A year ago, market watchers were worried about rising interest rates, trade friction (the U.S. – China trade dispute), and geopolitical tensions, which tempered investors’ risk appetites, resulting in a yearly decline for the S&P 500 Index for the first time since 2008.

In this latest Industry Perspectives, we discuss:

  • The economy should have a stable tailwind from monetary policy throughout 2020.
  • We believe the main driver of monetary policy will continue to be the U.S.-China trade negotiation outcome.
  • We believe equity markets are poised to continue their upward trajectory due to corporate earnings growth and a decent economic backdrop.
  • We continue to expect growth investing to outperform value investing for the foreseeable future.

Fundamental Approach

We get to know the companies we invest in and learn how they run their business.

Top-Down & Bottom-Up

We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.

Proprietary Philosophy

We construct our portfolios based on our own proprietary investment strategy.

Disciplined Investing

Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.

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