Subscribe   By: DeFred G. Folts III, Fritz, Managing Partner, Chief Investment Strategist & Eric Biegeleisen, CFA, Managing Director, Research, Portfolio Manager Download the View From the EDGE printer friendly version here. SUMMARY Japanese and Emerging Market equities continue to maintain positive outlooks due to relatively more attractive valuations and the continued steepening of their...

Subscribe The Printer Friendly View From the EDGE is available here. SUMMARY Following a challenging September, Japanese and Emerging Market equities remain attractive due largely to relatively better growth prospects as signaled by the continued steepening of their yield curve measures in both regions as well as relative undervaluation. U.S. equities are increasingly overvalued by...

Subscribe The printer friendly version of View From the EDGE is here. SUMMARY While Emerging Market equities remain attractive due in part to the weakening U.S. dollar, Japanese equities have joined in this attractive outlook. Beyond their relative undervaluation, Japanese equities are benefitting from tightening credit spreads, a steepening yield curve, and positive investor psychology....

Subscribe Download the printer friendly View From the EDGE® here. SUMMARY Emerging Market equities remain the most attractive of the global equity asset classes we model, due in part to the weakening U.S. dollar and easier credit conditions resulting from the extraordinary monetary stimulus provided by the Federal Reserve. U.S. equities also continue to benefit...

Emerging Market equities remain the most attractive of the global equity asset classes we model. U.S. equities continue to benefit from monetary and fiscal stimulus though remain significantly overvalued. The dramatic wea…

Aggressive monetary and fiscal stimulus along with explicit statements by central bankers about their intended support has continued to be supportive of global equities. Our research exhibits more confidence in Emerging M…

Subscribe View the printer friendly version here. SUMMARY Aggressive monetary and fiscal stimulus along with explicit statements by central bankers about their intended support has continued to be supportive of global equities. Our research exhibits more confidence in Emerging Market equities due to fair valuation, positive investor momentum, and the Federal Reserve’s accommodative monetary policies...

In response to the global pandemic, unprecedented monetary and fiscal support from central banks and governments around the world continues to be supportive of the global capital markets. Correspondingly, our model resear…

Investors seemed to look past bleak employment news this week and pinned hopes on the re-opening of the American economy and signs of U.S. and China commencing trade talks. Bond traders began pricing the possibility of the Fed c…

The crisis surrounding the global pandemic caused a market maelstrom the speed of which has been steeper than any other sell off in U.S. history. U.S. equity markets declined nearly 34% from the peak in mid-February to the troug…