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The global pandemic does not appear to have diminished global consumers’ appetite for luxury goods – we believe the long-term growth story for luxury remains intact.
Read More ›Many investors may look towards cyclical sectors to potentially lead the market, but companies with federal contracts may carry additional benefits, such as stable through-the-cycle revenues. Watch our video for why an allocation to federal contractors may provide investors with defensive equity exposure.
Tags: ETF, Federal Contractors, Growth
Read More ›With return expectations shrinking, investors may need to look in unique, high growth categories to find it – like luxury goods. Watch our video for why we believe the luxury goods category is poised for growth.
Read More ›The IHS Markit U.S. Manufacturing PMI indicator increased to 59.2 in January from 57.1 in December 2020. The increase indicates a robust improvement in the health of the U.S. manufacturing industry.
Tags: Growth, Manufacturing
Read More ›We believe that continued government intervention and a gradual reopening will further support U.S. equity markets in 2021. In our 2021 outlook, we provide a view into global equity markets and where we see opportunities for investors going forward.
Tags: Growth, Volatility
Read More ›Following a pandemic-triggered recession, we are now at the onset of a new reflationary business cycle. In our 2021 outlook, we review the global macroeconomic environment and where we see opportunities for investors going forward.
Tags: Growth, Income, Inflation
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