Inflation has been top of mind for investors throughout 2021, as a combination of supply chain disruptions and pent up demand have led to higher prices throughout the economy. The question going forward is whether these increases are transitory or permanent. In our view, the risk of sustained inflation is higher now than at any point in recent memory, and we believe that fixed income investors should adopt a defensive posture.
Why Secular Growth Matters, and How We Find It—Osterweis
Growth stocks have lagged cyclicals so far in 2021, but we remain steadfast in our belief that secular growth is the key to generating long-term returns...
Why Financial Stocks Represent the Most Attractive Opportunity in Today’s Market—Davis Advisors
Despite the sharp market recovery from the COVID panic of 2020, financial stocks remain misunderstood, mispriced and primed for long-term revaluation.