A powerful economic restart is underway and our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical asset views.
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.