Published by Eugene Yashin
<p>Our Chief Investment Officer, Eugene Yashin, examines major themes in global markets including regime change that is encouraging for value investors.</p>
Published by Eugene Yashin
<p>Post summer spending causes plateau in sales. Read up on key notes from the Federal Reserve’s policy meeting and why global expansion is stuck.</p>
Published by Eugene Yashin
<p>Rise in trade war with further tariffs from China followed by further counter measures and additional tariffs from President Trump weakens equity markets.</p>
Published by Eugene Yashin
<p>Stock investors benefit from low yield environment. Eugene offers thoughts on the economy, earnings, and interest rates, and how it all affects investors.</p>
Published by Eugene Yashin
<p>Is stock market really complacent? Eugene Yashin reviews the economy and markets, including a range of long-term opportunities for investors.</p>
Published by Eugene Yashin
<p>Stocks faced a tough May. Despite ongoing worries about the pace of global growth and the US/China trade dispute, fundamentals are still supportive.</p>
Published by Eugene Yashin
<p>After 2019’s strong start, stock markets stepped back as trade tensions between the US and China escalated. Investors are encouraged to expect volatility.</p>
Published by Eugene Yashin
<p>Markets indicate major improvement from Q4 of 2018 along with stronger-than-expected activity readings raising the global GDP growth estimates.</p>
Published by Eugene Yashin
<p>The nation’s economic locomotive slowed down in the first quarter. Growth in employment, industrial production and business fixed investment hardly advance.</p>
Published by Eugene Yashin
<p>Chief Investment Officer, Eugene Yashin’s latest market review features the rebound in fundamentally sound stocks and areas of opportunity for investors.</p>