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Thematic Thursday: US vs. Ex-US Performance Dynamic Starting to Cut Across Themes  

Thematic Thursday / /

May 22, 2025 Global trade dynamics have impacted almost every aspect of the global equity market in 2025.  Investors have concerns about aggregate economic impact on growth, inflation concerns due to rising trade barriers, infrastructure and supply chain sourcing and the availability of labor.  One way that has manifested across investment themes is by bifurcating […]

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Thematic Thursday: Risk Appetite Flows Overseas

Analysis, Thematic Thursday / / , , ,

March 6, 2025 US equities are in risk-off mode.   Uncertainty around US implementation of Tariffs has opened the door for more speculative money to flow overseas as US equities continue what is developing into a deeper correction in the near-term. Utilities, Real Estate, Staples and Healthcare stocks are outperforming Large, Mid and Small Cap. benchmarks

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