Investment Strategy
Weekly Headings
On the back of 1Q19 solid earnings results and healthy economic data releases, the S&P 500 continued its remarkable move higher this week and closed at a record high (2,933) for the first time since September 2018. To put the strength of the rally into perspective, the S&P 500 is now up 17.5% year-to-date through […]
Weekly Headings
While the MSCI China Index has been the best performing country index year-to-date (YTD) (+23%), concerns that the rally in emerging market (EM) equities may be over is premature. First, YTD, broader EM (+14.0%) and Asia EM (+15.3%) have underperformed the S&P 500 (+16.4%)*. Second, over the last year, China, EM Asia, and EM broadly […]
Sitting in Limbo
Sitting here in limbo But I know it won’t be long Sitting here in limbo Like a bird without a song Well, they’re Putting up resistance But I know that my faith Will lead me on. . . . Jimmy Cliff, 1971 (In Limbo) Clearly I have been “sitting here in limbo” for the last […]
ARK Invest
“Ark Invest” is a money management firm that manages money in ETFs, mutual funds, and separately managed accounts. Ark believes that innovation is the key to growth and alpha. Consequently, ARK focuses on disruptive innovation and offers strategies to investors who seek to capture long-term capital appreciation and alpha. Ark’s CEO and chief investment officer […]